Remote Client Advisor – Uncapped Commission & Mentorship

Stratford Davis LLC; Denver (CO); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Uncapped commissions

Bonuses

Travel incentives

Mentorship

Training

Job summary

Stratford Davis LLC in Denver, CO is seeking a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. The role includes comprehensive training, mentorship, and a performance-based environment with uncapped commission potential.

You will build your client base, conduct consultations, design strategies, and maintain long-term relationships while staying current on industry trends and regulatory updates.

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.
• Flexible work environment with own schedule and ability to build business independently.

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

Customer service

Job description

Stratford Davis LLC in Denver, CO is seeking a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. The role includes comprehensive training, mentorship, and a performance-based environment with uncapped commission potential.

You will build your client base, conduct consultations, design strategies, and maintain long-term relationships while staying current on industry trends and regulatory updates.