Stratford Davis
Client Sales Associate (Remote)
Charlotte, US출근정규직정규직
2026년 10월 23일에 게시됨
이 채용공고는 EN로 게시되어 있습니다
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
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
- 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
- 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
직무 요약
직무 유형
정규직
필수 기술
Client Prospecting and NetworkingFinancial Needs AssessmentCustomized Financial Strategy DevelopmentFinancial Strategy PresentationClient Relationship ManagementClient ServiceCommunication SkillsInterpersonal SkillsIndustry and Market AwarenessRegulatory AwarenessEthical Business ConductSelf-Management and DisciplineResults Orientation
유사 채용공고
Virtual Sales Representative (Trainings Included)
Stratford Davis
Charlotte, US출근정규직정규직
17시간 전
Remote Direct Sales Representative
Stratford Davis
Charlotte, US출근정규직정규직
17시간 전
Remote Inside Sales Representative
Stratford Davis
Charlotte, US출근정규직정규직
어제
Virtual Life Insurance Account Executive
Stratford Davis
Charlotte, US출근정규직정규직
어제
Entry Level Sales Associate (Home-Based)
Stratford Davis
Charlotte, US출근정규직정규직
어제
JB
Financial Planning and Analysis Senior Manager (Law Firm)
J&T Business Consulting
Charlotte, US출근정규직정규직
어제