Remote Client Finance Advisor - Uncapped Earnings

Stratford Davis LLC; Tampa (FL); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Uncapped commissions

Life insurance

Healthcare options

Performance bonuses

Incentive travel

Job summary

Stratford Davis LLC in Tampa, FL seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and a relationship-driven approach.

You will build your client base, deliver tailored strategies, and enjoy training, mentorship, and an uncapped commission structure. Set your own schedule and advance your career in a supportive, performance-based environment.

Qualifications

• Excellent communication and presentation skills.
• Self-driven and results-oriented in a performance-based setting.
• Entrepreneurial mindset with the ability to work independently.
• Commitment to high ethical standards and delivering client service.
• Previous sales, finance, or customer-facing experience is a plus.

Responsibilities

• Build and expand client base through networking, referrals, and proactive outreach.
• Conduct consultations to evaluate clients’ financial needs, goals, and situations.
• Design and present customized financial strategies aligned with client objectives.
• Maintain long-term relationships with ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulations.
• Operate with professionalism and ethical business practices.

Skills

Communication

Interpersonal skills

Presentation

Self-motivation

Relationship-building

Job description

Stratford Davis LLC in Tampa, FL seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and a relationship-driven approach.

You will build your client base, deliver tailored strategies, and enjoy training, mentorship, and an uncapped commission structure. Set your own schedule and advance your career in a supportive, performance-based environment.