Remote Client Finance Advisor | Uncapped Commissions

Stratford Davis LLC; Nashville (TN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible hours

Remote work

Job summary

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path in a fully remote setting.

Ideal candidates are self-motivated, with strong communication and presentation skills, and able to work independently in a performance-based environment.

Qualifications

• 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.

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
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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

Interpersonal skills

Presentation skills

Self-motivation

Sales ability

Job description

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path in a fully remote setting.

Ideal candidates are self-motivated, with strong communication and presentation skills, and able to work independently in a performance-based environment.