Client Sales Pro - Flexible Schedule, Uncapped Commission

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

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