Client Sales Associate (Remote)

Stratford Davis LLC; San Jose (CA); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Uncapped commission

Comprehensive training & mentorship

Brand alignment

Insurance options

Performance incentives

Job summary

Stratford Davis LLC in San Jose, CA is seeking a Client Sales Associate to guide clients through financial decisions with personalized, relationship-driven support. The role offers comprehensive training, mentorship, and a clear path for professional growth in a results-driven environment.

You will build your client base through networking and referrals, conduct thorough consultations, design customized strategies, and maintain long-term relationships while staying informed on market trends and

Qualifications

• Excellent communication and interpersonal skills.
• Self-driven and motivated by results in a performance-based environment.
• Entrepreneurial mindset with ability to work independently.
• Commitment to high ethical standards and client service.
• Experience in sales, finance, or customer-facing roles is a plus.

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

Strong communication

Interpersonal skills

Presentation skills

Self-driven

Results-oriented

Entrepreneurial mindset

Ethical standards

Sales or finance exposure

Job description

San Jose, United States | Posted on 10/26/2026

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