Remote Client Financial Sales Associate

Stratford Davis LLC; Birmingham (AL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Uncapped commissions

Bonuses

Travel incentives

Health insurance options

Flexible schedule

Job summary

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

The role emphasizes training, mentorship, and a results-driven environment with uncapped commissions and growth opportunities. Ideal candidates are strong communicators who thrive in a performance-based setting and enjoy building lasting client relationships.

Qualifications

• Strong communication and presentation abilities.
• Ability to work independently and manage a client pipeline.
• No prior finance experience required; training provided.
• Adherence to ethical standards.
• Comfort with networking and outreach.

Responsibilities

• Build and expand client base through networking and referrals.
• Consult with clients to assess financial needs and goals.
• Design customized financial strategies aligned with objectives.
• Maintain long-term relationships with ongoing support.
• Stay informed on market trends and regulatory changes.
• Operate with professionalism and integrity.

Skills

Communication skills

Interpersonal skills

Networking

Self-motivation

Presentation skills

Education

Bachelor's degree preferred

Tools

CRM software

Job description

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

The role emphasizes training, mentorship, and a results-driven environment with uncapped commissions and growth opportunities. Ideal candidates are strong communicators who thrive in a performance-based setting and enjoy building lasting client relationships.