Stratford Davis
Client Sales Associate (Remote)
Raleigh, USPresencialContratoTempo integral
Publicado 9 de set. de 2026
Esta vaga foi publicada em 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
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
Resumo da função
Tipo de vaga
Tempo integral
Competências necessárias
Client Acquisition & ProspectingFinancial Needs AssessmentPersonalized Financial Strategy DesignClient Relationship ManagementCommunication & Presentation SkillsSales & Performance-driven SellingSelf-management & Time ManagementEntrepreneurial Mindset & Independent Business DevelopmentRegulatory Compliance & Ethical ConductIndustry & Market Awareness (financial markets & regulatory trends)Coachability & Continuous Learning
Vagas similares
Virtual Sales Representative (Trainings Included)
Stratford Davis
Raleigh, USPresencialContratoTempo integral
há 5 horas
Remote Customer Sales Representative
Stratford Davis
Raleigh, USPresencialContratoTempo integral
há 4 dias
Licensed Insurance Agent | Better Leads, Better Comp, Better Support
Stratford Davis
Raleigh, USPresencialContratoTempo integral
há 9 dias
Life Insurance Agent | No Recruiting - Just Sell
Stratford Davis
Raleigh, USPresencialContratoTempo integral
há 9 dias
Let's Get to Work
True North Recruiters
Raleigh, USPresencialContratoTempo integral
há 17 dias
Insurance Sales Representative
Globe Life - Liberty National
Raleigh, USPresencialPermanenteTempo integralUS$ 60.000 – US$ 80.000 / ano
há 27 dias