Remote Client Advisor — Uncapped Commission & Growth

Stratford Davis LLC; Town of Newark (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Healthcare options (medical, dental,視n

Vision coverage

Bonuses and rewards

Training & mentorship

Incentive travel

Job summary

Stratford Davis LLC in Newark, WI seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. You will train with mentorship and have the flexibility to build a rewarding career path.

The role emphasizes connecting with clients, presenting tailored strategies, and delivering ongoing service in a results-driven environment. Prior sales or finance experience is a plus, with comprehensive training provided and uncapped

Qualifications

• Strong communication and interpersonal abilities are essential for guiding clients.
• Experience in sales or finance is a plus but not required.
• Comfort with presenting tailored financial guidance and building relationships.

Responsibilities

• Build and expand your client base through networking, referrals, and outreach.
• Conduct consultations to assess clients’ financial needs and goals.
• Design and present customized financial strategies aligned with client objectives.
• Maintain long-term relationships by providing ongoing support and guidance.
• Stay informed on market trends and regulatory updates.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Job description

Stratford Davis LLC in Newark, WI seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. You will train with mentorship and have the flexibility to build a rewarding career path.

The role emphasizes connecting with clients, presenting tailored strategies, and delivering ongoing service in a results-driven environment. Prior sales or finance experience is a plus, with comprehensive training provided and uncapped