Financial Growth Advisor — Flexible Schedule & Uncapped Commission

Stratford Davis LLC; Oklahoma City (OK); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive training

Uncapped commissions

Brand alignment

Health insurance options

Performance bonuses

Incentive travel

Job summary

Stratford Davis LLC is seeking a motivated Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. The role offers comprehensive training, mentorship, and a flexible, entrepreneurial path with uncapped commissions.

You will build your client base, conduct thorough consultations, and design customized financial strategies while maintaining long-term relationships and staying updated on market trends.

Qualifications

• 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 and ongoing development.
• Uncapped commission structure: earnings are performance-driven with no income ceiling.
• Established brand alignment: represent a respected financial services organization.
• Insurance benefits: access to life insurance and healthcare exchange options.
• Performance incentives: bonuses and reward programs based on results.
• Incentive travel: qualify for exclusive trips for top performers.

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

Communication skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Ethical standards

Sales experience

Job description

Stratford Davis LLC is seeking a motivated Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. The role offers comprehensive training, mentorship, and a flexible, entrepreneurial path with uncapped commissions.

You will build your client base, conduct thorough consultations, and design customized financial strategies while maintaining long-term relationships and staying updated on market trends.