Remote Client Sales & Financial Advisor | Uncapped Commission

Stratford Davis LLC; Honolulu (HI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training & mentorship

Uncapped commission

Flexible schedule

Performance incentives

Incentive travel

Job summary

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base through networking and proactive outreach, conduct consultations to assess needs, and design customized financial strategies aligned with client goals.

This role emphasizes ongoing mentorship, comprehensive training, a flexible schedule, uncapped commissions, performance incentives, and the opportunity

Qualifications

• Excellent communication and interpersonal skills.
• Ability to present financial concepts clearly to clients.
• Self-motivated with a results-oriented mindset.
• Entrepreneurial mindset with the ability to work independently.
• Commitment to high ethical standards and exceptional client service.
• Experience in sales, finance, or customer-facing roles is a plus, not required.

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

Entrepreneurial mindset

Ethical standards

Client service

Sales experience (preferred)

Job description

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base through networking and proactive outreach, conduct consultations to assess needs, and design customized financial strategies aligned with client goals.

This role emphasizes ongoing mentorship, comprehensive training, a flexible schedule, uncapped commissions, performance incentives, and the opportunity