Remote Client Financial Consultant — Uncapped Earnings

Stratford Davis LLC; Houston (TX); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Uncapped commissions

Comprehensive training & mentorship

Incentive travel

Flexible schedule

Job summary

Stratford Davis LLC is hiring a Client Sales Associate in Houston to guide clients through financial decisions with personalized guidance. You will develop your book of business, conduct in-depth consultations, and present tailored financial strategies.

Comprehensive training and mentorship accompany uncapped commission potential. The role emphasizes relationship-driven support, ethical conduct, and ongoing client service, with a flexible approach to building a successful, independent business

Qualifications

• Strong communication is essential for guiding clients through financial decisions.
• Excellent interpersonal and presentation abilities for client meetings.
• Self-motivated with a results-driven attitude in a performance-based environment.
• Entrepreneurial mindset with the ability to work independently and set your own schedule.
• Committed to high ethical standards and delivering exceptional client service.

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.
• 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 skills

Interpersonal skills

Presentation skills

Self-motivated

Independent work

Job description

Stratford Davis LLC is hiring a Client Sales Associate in Houston to guide clients through financial decisions with personalized guidance. You will develop your book of business, conduct in-depth consultations, and present tailored financial strategies.

Comprehensive training and mentorship accompany uncapped commission potential. The role emphasizes relationship-driven support, ethical conduct, and ongoing client service, with a flexible approach to building a successful, independent business