Client Sales Associate (Remote)

Stratford Davis LLC; Washington; Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Life insurance

Healthcare options (medical, dental, &

Vision

Bonuses and rewards

Uncapped commissions

Incentive travel

Comprehensive training & mentorship

Established brand alignment

Job summary

Stratford Davis LLC in Washington is seeking a motivated financial services professional to build and expand a client base through networking, referrals, and proactive outreach.

You will conduct thorough consultations to assess clients’ financial needs and design customized strategies aligned with their goals, while maintaining long-term relationships through ongoing support. The role emphasizes professionalism, ethics, and staying current with regulatory updates.

Qualifications

• Strong communication, interpersonal, and presentation abilities.
• Self-driven and capable of working independently in a performance-based environment.
• Relevant experience in sales, finance, or customer-facing roles is a plus but not required.

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

Sales experience

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Independent worker

Ethical standards

Job description

Washington, United States

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