Client Sales Associate (Remote)

Stratford Davis LLC; San Antonio (TX); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Uncapped commission

Comprehensive training and mentorship

Bonuses and rewards

Job summary

Stratford Davis LLC in San Antonio is seeking a Client Sales Associate to guide clients through financial decisions with personalized service and relationship-driven support. You will build a client base and present customized strategies while maintaining strong, ongoing relationships.

The role offers comprehensive training, mentorship, and an uncapped commission structure, with a flexible environment and opportunities to grow your own client base in a performance-based setting.

Qualifications

• Excellent communication and presentation abilities.
• Entrepreneurial mindset with ability to work independently.
• Ethical professional with client-focused approach.
• Sales, finance, or customer-facing experience is a plus but not required.
• Willingness to learn through training and mentorship.

Responsibilities

• Build and expand client base through networking and referrals.
• Conduct consultations to evaluate clients' financial needs and goals.
• Design and present customized financial strategies.
• Maintain long-term relationships with ongoing support.
• Stay informed on industry developments and regulatory updates.
• Operate with professionalism and ethical practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Independent work

Job description

San Antonio, United States | Posted on 10/29/2026

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