Client Sales Associate (Remote)

Stratford Davis; Tulsa (OK); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Uncapped Commission Structure

Insurance Benefits

Incentive Travel

Comprehensive Training & Mentorship

Established Brand Alignment

Performance Bonuses

Job summary

Stratford Davis is seeking a financially savvy, client-focused professional in Tulsa who will grow the client base through networking and referrals. You will assess needs, design tailored strategies, and present solutions, while maintaining long-term relationships with ongoing support.

This role emphasizes ethics, professionalism, and performance-driven earnings. The position offers flexible scheduling and extensive training, with uncapped commissions and travel incentives for top performers

Qualifications

• Strong communication and presentation abilities are essential.
• Customer-facing sales or financial services experience is a plus but not required.
• Self-driven, disciplined, and capable of working independently in a performance-based environment.

Responsibilities

• Build and expand your client base through networking, referrals and outreach.
• Conduct consultations to evaluate clients' financial needs and goals.
• Design and present customized financial strategies aligned with client objectives.
• Maintain long-term relationships with ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Uphold professionalism, integrity and ethical business practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Time management

Job description

Tulsa, United States | Posted on 08/25/2026

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