Remote Client Sales & Financial Advisor (Uncapped Commission)

Stratford Davis LLC; North Carolina; Remote; USD 60,000 - 100,000; Full time

Job summary

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role focuses on building your client base, delivering tailored financial strategies, and maintaining long-term relationships with ongoing mentorship and training.

Join a results-oriented team with comprehensive training and an uncapped commission structure that rewards performance.

Qualifications

• Experience in sales, finance, or customer-facing roles is a plus, but not required.
• Strong communication and interpersonal skills.
• Self-driven with a results-oriented mindset.
• Willingness to build and manage your own client base.
• Commitment to high ethical standards and client service.
• Flexible schedule and ability to work independently.

Responsibilities

• Build and expand client base through networking, referrals, and outreach.
• Conduct thorough consultations to assess financial needs and goals.
• Design and present customized financial strategies aligned with client objectives.
• Maintain long-term relationships by delivering ongoing guidance and support.
• Stay informed on industry developments and regulatory updates.
• Operate with professionalism, integrity and ethical practices.

Job description

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role focuses on building your client base, delivering tailored financial strategies, and maintaining long-term relationships with ongoing mentorship and training.

Join a results-oriented team with comprehensive training and an uncapped commission structure that rewards performance.