Financial Growth Consultant - Flexible, Mentored, Uncapped

Stratford Davis LLC; Honolulu (HI); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Flexible schedule

Uncapped commissions

Established brand alignment

Healthcare options

Job summary

Stratford Davis LLC is seeking a Client Sales Associate to guide clients through important financial decisions with personalized attention. You’ll build a client base, conduct comprehensive consultations, and design tailored financial strategies while delivering ongoing support.

Ideal candidates are self-driven, with strong communication and presentation skills, and comfortable working in a results-oriented environment.

Qualifications

• Excellent communication and presentation abilities are required.
• Comfortable building relationships and guiding clients through financial decisions.
• Self-motivated with an entrepreneurial approach and ethical conduct.
• Previous sales, finance, or customer-facing experience 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

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Ethical standards

Closing sales

Job description

Stratford Davis LLC is seeking a Client Sales Associate to guide clients through important financial decisions with personalized attention. You’ll build a client base, conduct comprehensive consultations, and design tailored financial strategies while delivering ongoing support.

Ideal candidates are self-driven, with strong communication and presentation skills, and comfortable working in a results-oriented environment.