Remote Client Finance Advisor – Uncapped Commission

Stratford Davis LLC; Atlanta (GA); Teletrabalho; USD 50 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Life insurance

Health insurance (medical, dental, and

Vision coverage

Resumo da oferta

Stratford Davis LLC is seeking a Client Sales Associate in Atlanta to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-building, ongoing mentorship, and a performance-based environment, offering comprehensive training and the potential for substantial earnings.

The position invites self-driven individuals who excel at networking, consultations, and presenting tailored financial strategies.

Qualificações

• Interest in helping others achieve financial stability.
• Strong communication and interpersonal abilities.
• Ability to work independently in a results-driven environment.

Responsabilidades

• 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.

Conhecimentos

Networking

Consultations

Financial needs analysis

Relationship-building

Presentation skills

Ethics

Ferramentas

CRM software (Salesforce)

Descrição da oferta de emprego

Stratford Davis LLC is seeking a Client Sales Associate in Atlanta to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-building, ongoing mentorship, and a performance-based environment, offering comprehensive training and the potential for substantial earnings.

The position invites self-driven individuals who excel at networking, consultations, and presenting tailored financial strategies.