Remote Client Sales Advisor — Flexible Schedule & Growth

Stratford Davis LLC

United States

Remote

USD 60,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Insurance options
Bonus incentives
Uncapped commissions
Travel incentives

Job summary

Stratford Davis LLC in the United States is seeking a Client Sales Associate who helps clients navigate financial decisions through personalized guidance and relationship-driven support. You'll build your client base through networking and referrals, deliver tailored strategies, and participate in comprehensive training and mentorship.

In this remote-friendly, performance-based role, you can set your own schedule, enjoy uncapped commissions, and access bonuses, travel incentives, and insurance

Qualifications

  • Excellent communication and presentation abilities.
  • Self-driven, disciplined with results orientation.
  • Entrepreneurial mindset and ability to work independently.
  • Experience in sales, finance, or customer-facing roles is a plus, but not required.

Responsibilities

  • Build and expand client base through networking and referrals.
  • Conduct consultations to evaluate clients' financial needs and goals.
  • Design customized financial strategies aligned with client objectives.
  • Maintain long-term relationships with ongoing support.
  • Stay informed on industry developments and regulatory updates.
  • Operate with professionalism and ethical business practices.

Skills

Communication skills
Interpersonal skills
Presentation skills
Self-motivation
Entrepreneurial mindset
Sales experience
Ethical standards

Job description

Stratford Davis LLC in the United States is seeking a Client Sales Associate who helps clients navigate financial decisions through personalized guidance and relationship-driven support. You'll build your client base through networking and referrals, deliver tailored strategies, and participate in comprehensive training and mentorship.

In this remote-friendly, performance-based role, you can set your own schedule, enjoy uncapped commissions, and access bonuses, travel incentives, and insurance

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