Remote Client Sales Specialist — Uncapped Commissions

Stratford Davis LLC; New Haven (CT); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship program

Uncapped commissions

Performance bonuses

Job summary

Stratford Davis LLC in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven service.

You'll receive comprehensive training, ongoing mentorship, and the opportunity to build your own client base with flexible scheduling and an uncapped commission structure. This role rewards high performance in a results-oriented environment.

Qualifications

• Build and expand client base through networking, referrals, and outreach.
• Consult with clients to evaluate financial needs and goals.
• Present customized financial strategies aligned with client objectives.
• Maintain long-term client relationships with ongoing support.
• Stay informed on market trends and regulatory updates.
• Uphold professionalism, integrity and ethical standards.

Responsibilities

• Build and expand 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

Sales

Financial planning

Self-motivated

Independent work

Job description

Stratford Davis LLC in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven service.

You'll receive comprehensive training, ongoing mentorship, and the opportunity to build your own client base with flexible scheduling and an uncapped commission structure. This role rewards high performance in a results-oriented environment.