Client Sales Associate (Remote)

Stratford Davis; Pittsburgh (Allegheny County); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Flexible hours

Comprehensive training & mentorship

Uncapped commissions

Job summary

Stratford Davis in Pittsburgh, United States, is seeking a motivated Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. This fully remote role offers flexible hours and the chance to build your own client base.

Training is provided with ongoing mentorship, and compensation is commission-only with uncapped earnings based on the business you place.

Qualifications

• Excellent communication and presentation skills.
• Ability to build and nurture client relationships.
• Self-motivated with a results-driven mindset.
• Entrepreneurial spirit and independence.
• Commitment to ethical standards and client service.
• Sales/finance or customer-facing experience a plus.

Responsibilities

• Build and expand your client base through networking, referrals and outreach.
• Conduct consultations to evaluate clients’ financial needs and goals.
• Design and present customized financial strategies for client objectives.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Maintain relationships with ongoing support and guidance.
• Stay informed on industry trends, market updates and regulations.
• Operate with professionalism and integrity in all dealings.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Ethical standards

Tools

CRM software

Job description

Pittsburgh, United States | Posted on 11/10/2026

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.