Remote Client Financial Advisor – Uncapped Commission

Stratford Davis LLC; Bismarck (ND); A distancia; USD 40.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Life insurance

Healthcare options (medical, dental, &

Vision coverage

Incentive travel

Bonuses and rewards programs

Flexible scheduling

Descripción de la vacante

Stratford Davis LLC in Bismarck, ND seeks a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support.

You’ll build your client base, conduct consultations, and design customized strategies while receiving comprehensive training, mentorship, and performance-based rewards in a flexibly scheduled environment.

Formación

• Experience in sales, finance, or customer-facing roles is a plus but not required.
• Strong communication and relationship-building abilities.
• Entrepreneurial mindset with the ability to work independently and ethically.

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

Conocimientos

Communication skills

Interpersonal skills

Presentation skills

Descripción del empleo

Stratford Davis LLC in Bismarck, ND seeks a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support.

You’ll build your client base, conduct consultations, and design customized strategies while receiving comprehensive training, mentorship, and performance-based rewards in a flexibly scheduled environment.