Financial Solutions Advisor — Flexible Schedule & Mentorship

Stratford Davis LLC; San Jose (CA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Life insurance & healthcare options

Comprehensive training & mentorship

Uncapped commission

Performance incentives

Incentive travel

Brand alignment

Flexible work environment

Job summary

Stratford Davis LLC in San Jose, CA is seeking a Client Sales Associate to guide clients through important financial decisions with personalized guidance and relationship-driven support. You will build your client base, conduct consultations, design strategies, and maintain long-term relationships, with comprehensive training provided.

This role emphasizes an entrepreneurial path with flexible scheduling and an uncapped commission structure, offering opportunities to grow your career within a

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, ongoing development and dedicated support.
• Uncapped commission structure: earnings are performance-driven with no income ceiling.
• Established brand alignment: represent a respected growing 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-motivated

Entrepreneurial mindset

Ethical standards

Client service excellence

Sales experience (bonus)

Job description

Stratford Davis LLC in San Jose, CA is seeking a Client Sales Associate to guide clients through important financial decisions with personalized guidance and relationship-driven support. You will build your client base, conduct consultations, design strategies, and maintain long-term relationships, with comprehensive training provided.

This role emphasizes an entrepreneurial path with flexible scheduling and an uncapped commission structure, offering opportunities to grow your career within a