Financial Services Sales Associate — Uncapped Commissions

Stratford Davis; New Haven (CT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commission

Insurance benefits

Incentive travel

Comprehensive training & mentorship

Flexible schedule

Job summary

Stratford Davis in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized, relationship-driven support. Build your client base through networking and outreach while delivering tailored financial strategies.

This role offers comprehensive training, mentorship, flexible scheduling, uncapped commissions, and benefits with a focus on integrity and long-term client relationships.

Qualifications

• Passionate about helping others achieve financial stability.
• Excellent communication and relationship-building abilities.
• Ability to work independently in a performance-based environment.
• Willingness to learn and apply financial guidance ethically.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Job description

Stratford Davis in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized, relationship-driven support. Build your client base through networking and outreach while delivering tailored financial strategies.

This role offers comprehensive training, mentorship, flexible scheduling, uncapped commissions, and benefits with a focus on integrity and long-term client relationships.