Remote Client Financial Consultant | Uncapped Commission

Stratford Davis LLC; Kansas City (MO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive training & mentorship

Uncapped commissions

Insurance benefits

Job summary

Stratford Davis LLC is seeking a Client Sales Associate in Kansas City to help clients navigate financial decisions through personalized guidance and relationship-driven support.

You will build your client base, conduct thorough consultations, and design customized strategies while maintaining long-term relationships. A flexible, mentorship-rich environment with comprehensive training and performance-based rewards awaits.

Qualifications

• Strong communication and presentation skills.
• Entrepreneurial mindset with the ability to work independently.
• Committed to high ethical standards and exceptional client service.
• Willing to engage in comprehensive training and mentorship.
• Flexible work environment with own scheduling flexibility.

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 by providing ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism and integrity; adhere to ethical business practices.

Skills

Communication

Presentation

Networking

Relationship building

Self-motivation

Entrepreneurial mindset

Ethical standards

Job description

Stratford Davis LLC is seeking a Client Sales Associate in Kansas City to help clients navigate financial decisions through personalized guidance and relationship-driven support.

You will build your client base, conduct thorough consultations, and design customized strategies while maintaining long-term relationships. A flexible, mentorship-rich environment with comprehensive training and performance-based rewards awaits.