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Stratford Davis

Stratford Davis

Client Sales Associate (Remote)

Boise, USSur siteCDITemps plein

Publié 8 oct. 2026

Cet emploi est publié en EN

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for.

Key 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
Ideal Candidate
  • Passionate about helping others achieve financial stability and long-term success
  • Strong communication, interpersonal, and presentation skills
  • Self-driven, disciplined, and motivated by results in a performance-based environment
  • Entrepreneurial mindset with the ability to work independently
  • Committed to maintaining high ethical standards and delivering exceptional client service
  • Previous experience in sales, finance, or customer-facing roles is a plus, but not required
Compensation & Benefits
  • Flexible Work Environment: Set your own schedule and build your business on your terms
  • Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success
  • Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential. High potential commission based role.
  • Established Brand Alignment: Represent a respected and growing financial services organization
  • Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision)
  • Performance Incentives: Bonuses and reward programs based on results
  • Incentive Travel: Qualify for exclusive trips and experiences for top performer
If this describes you, let us know why you’d be a great fit, and apply now!

Aperçu du poste

Type de poste

Temps plein

Compétences requises

Business Development (prospecting, networking, referral generation)Client Needs AssessmentFinancial Strategy Design (customized client strategies)Relationship Management (long-term client retention)Industry & Market Knowledge (including regulatory awareness)Ethics & Compliance (professional integrity and ethical business practices)Sales & Closing Techniques (performance-driven selling)Communication Skills (verbal and written interpersonal communication)Presentation Skills (designing and delivering client presentations)Self-Management & Entrepreneurial Mindset (work independently, discipline)Customer Service & Client Support (ongoing guidance and responsiveness)Coachability & Continuous Learning (ability to leverage training and mentorship)

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Client Sales Associate (Remote) chez Stratford Davis à Boise | Scovai | Scovai