Remote Client Sales Associate — Flexible Growth

Stratford Davis LLC; Seattle (WA); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Flexible schedule

Uncapped commissions

Travel incentives

Insurance benefits

Job summary

Stratford Davis LLC in Seattle is seeking a Client Sales Associate to help clients navigate financial decisions with personalized guidance and relationship-driven support. The role offers comprehensive training, mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking, conduct thorough consultations, and design tailored strategies aligned with client goals, while maintaining long-term relationships and staying current on industry

Qualifications

• Passionate about helping clients achieve financial stability and growth.
• Strong communication and relationship-building abilities.
• Willingness to learn and adapt in a training-driven environment.
• Ability to work independently with an entrepreneurial mindset.

Responsibilities

• Build and expand your client base through networking, referrals, and outreach.
• Conduct consultations to assess clients' financial needs and goals.
• Design and present customized financial strategies for clients.
• Maintain long-term relationships with ongoing support and guidance.
• Stay informed on industry developments and regulatory updates.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Ethical standards

Job description

Stratford Davis LLC in Seattle is seeking a Client Sales Associate to help clients navigate financial decisions with personalized guidance and relationship-driven support. The role offers comprehensive training, mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking, conduct thorough consultations, and design tailored strategies aligned with client goals, while maintaining long-term relationships and staying current on industry