Client Sales Associate (Remote)

Stratford Davis; New Orleans (LA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive Training & Mentorship

Uncapped Commission

Remote work (fully remote) with-flexib

Flexible hours

Growth opportunities

Job summary

Stratford Davis is seeking motivated individuals to join our team as a Client Sales Associate. This role focuses on helping clients navigate important financial decisions through personalized guidance and relationship-driven support, with comprehensive training and ongoing mentorship.

This fully remote position lets you build your business on your terms with flexible hours, training and mentorship, and an uncapped commission structure that reflects your performance.

Qualifications

• Passionate about helping others achieve financial stability.
• Strong communication, interpersonal, and presentation skills.
• Self-driven and results-oriented in a performance-based environment.
• Entrepreneurial mindset with ability to work independently.
• Flexible work environment with own schedule and autonomy.

Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach.
• Conduct thorough consultations to evaluate clients' financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Maintain strong, long-term relationships by delivering ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Job description

New Orleans, United States

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for.

Key Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach
• Conduct thorough consultations to evaluate clients' financial needs, goals, and current situations
• Design and present customized financial strategies aligned with client objectives
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Maintain strong, long-term relationships by delivering ongoing support and guidance
• Stay informed on industry developments, market trends, and regulatory updates
• Operate with professionalism, integrity, and adherence to ethical business practices

Ideal Candidate

• Passionate about helping others achieve financial stability and long-term success
• Strong communication, interpersonal, and presentation skills
• Self-driven, disciplined, and motivated by results in a performance-based environment
• Entrepreneurial mindset with the ability to work independently
• Committed to maintaining high ethical standards and delivering exceptional client service
• Previous experience in sales, finance, or customer-facing roles is a plus, but not required
• Flexible Work Environment: Set your own schedule and build your business on your terms
• Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success
• Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential. High potential commission-only role.
• Established Brand Alignment: Represent a respected and growing financial services organization

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.