Client Sales Associate (Remote)

Stratford Davis; Tampa (FL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work optional schedule

Uncapped commissions

Comprehensive training & mentorship

Flexible schedule

Job summary

Stratford Davis is seeking a Client Sales Associate for a fully remote role, offering uncapped commissions and comprehensive training. You will build a client base, assess financial needs, and create customized strategies while educating clients on Life Insurance, IUL, and Annuities.

The position emphasizes relationship-building, ethics, and ongoing mentorship, with flexible hours to fit your schedule. This role suits self-driven individuals who excel in a performance-based environment and want

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to present financial concepts clearly.
• Self-driven with a results-oriented mindset.
• Willingness to work independently in a remote setting.
• Sales, finance, or customer-facing experience is a plus.

Responsibilities

• Build and expand client base through networking, referrals, and outreach.
• Conduct consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Sell, educate, and present Life Insurance, IUL, and Annuities to clients.
• Maintain long-term relationships with ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism and adhere to ethical business practices.

Skills

Strong communication

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Ethical standards

Job description

Tampa, United States

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.