Client Sales Associate (Remote)

Stratford Davis LLC; Seattle (WA); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Flexible schedule

Uncapped commissions

Travel incentives

Insurance benefits

Job summary

Stratford Davis LLC in Seattle is seeking a Client Sales Associate to help clients navigate financial decisions with personalized guidance and relationship-driven support. The role offers comprehensive training, mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking, conduct thorough consultations, and design tailored strategies aligned with client goals, while maintaining long-term relationships and staying current on industry

Qualifications

• Passionate about helping clients achieve financial stability and growth.
• Strong communication and relationship-building abilities.
• Willingness to learn and adapt in a training-driven environment.
• Ability to work independently with an entrepreneurial mindset.

Responsibilities

• Build and expand your client base through networking, referrals, and outreach.
• Conduct consultations to assess clients' financial needs and goals.
• Design and present customized financial strategies for clients.
• Maintain long-term relationships with ongoing support and guidance.
• Stay informed on industry developments and regulatory updates.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Ethical standards

Job description

Seattle, United States | Posted on 10/20/2026

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