Client Sales Associate (Remote)

Stratford Davis LLC

Salt Lake City (UT)

Remote

USD 45,000 - 75,000

Full time

3 days ago
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Benefits offered by this job

Life insurance
Healthcare options
Uncapped commissions
Bonuses and incentives
Mentorship and training

Job summary

Stratford Davis LLC is seeking a Client Sales Associate in Salt Lake City to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role emphasizes building a client base, conducting consultations, and delivering customized strategies within a mentorship-rich training program.

You will work in a performance-based environment with comprehensive training, ongoing mentorship, and the opportunity to develop a rewarding career path with uncapped

Qualifications

  • Strong communication, interpersonal and presentation skills are essential.
  • Self-driven and motivated by results in a performance-based environment.
  • Ability to build and maintain client relationships with integrity.

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
  • 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-motivation
Relationship building
Ethical conduct

Job description

Salt Lake City, United States | Posted on 10/11/2026

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
  • 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 based role.
  • Established Brand Alignment: Represent a respected and growing financial services organization
  • Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision)
  • Performance Incentives: Bonuses and reward programs based on results
  • Incentive Travel: Qualify for exclusive trips and experiences for top performer
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