Remote Client Financial Advisor — Uncapped Commission

Stratford Davis LLC

San Antonio (TX)

Remote

USD 45.000 - 75.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Insurance benefits

Performance incentives

Incentive travel

Comprehensive training

Mentorship

Zusammenfassung

Stratford Davis LLC is seeking a Client Sales Associate in San Antonio, TX to guide clients through financial decisions with personalized strategies. You will build a client base, conduct consultations, and present customized plans while delivering ongoing support and relationship management.

The role offers comprehensive training, mentorship, and a performance-based environment with uncapped commissions, along with insurance options and travel incentives.

Qualifikationen

Strong client-facing communication and presentation skills.
Ability to build and maintain long-term client relationships.
Self-motivated with a results-driven mindset.
Willingness to work independently and manage a personal book of business.
Commitment to high ethical standards and compliant practices.

Aufgaben

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.

Kenntnisse

Client relationship

Communication

Self-driven

Entrepreneurial mindset

Ethical standards

Jobbeschreibung