Remote Financial Services Sales Consultant

Stratford Davis; Pittsburgh (Allegheny County); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Flexible hours

Comprehensive training & mentorship

Uncapped commissions

Job summary

Stratford Davis in Pittsburgh, United States, is seeking a motivated Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. This fully remote role offers flexible hours and the chance to build your own client base.

Training is provided with ongoing mentorship, and compensation is commission-only with uncapped earnings based on the business you place.

Qualifications

• Excellent communication and presentation skills.
• Ability to build and nurture client relationships.
• Self-motivated with a results-driven mindset.
• Entrepreneurial spirit and independence.
• Commitment to ethical standards and client service.
• Sales/finance or customer-facing experience a plus.

Responsibilities

• Build and expand your client base through networking, referrals and outreach.
• Conduct consultations to evaluate clients’ financial needs and goals.
• Design and present customized financial strategies for client objectives.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Maintain relationships with ongoing support and guidance.
• Stay informed on industry trends, market updates and regulations.
• Operate with professionalism and integrity in all dealings.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Ethical standards

Tools

CRM software

Job description

Stratford Davis in Pittsburgh, United States, is seeking a motivated Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. This fully remote role offers flexible hours and the chance to build your own client base.

Training is provided with ongoing mentorship, and compensation is commission-only with uncapped earnings based on the business you place.