Remote Client Growth & Financial Advisor

Stratford Davis LLC

Raleigh (NC)

Hybrid

USD 36,000 - 44,000

Full time

3 days ago

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Benefits offered by this job

Life insurance

Healthcare options

Bonuses

Incentive travel

Comprehensive training

Job summary

Stratford Davis LLC in Raleigh, NC seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. You will grow your client base, conduct detailed consultations, and design tailored financial strategies.

The role offers comprehensive training, ongoing mentorship, and a flexible schedule within a performance-based environment. Expect uncapped commissions and opportunities to advance with an established brand.

Qualifications

Passion for helping clients achieve financial stability and success.
Experience in sales, finance, or customer-facing roles is a plus but not required.
Flexible work environment with own schedule.
Comprehensive training and mentorship provided to accelerate growth.
Uncapped commission with performance-based incentives.

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.