Client Sales Associate (Remote)
Stratford Davis LLC
Newark, United States 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 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 #J-18808-Ljbffr
- ...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-...Remote workFlexible hours
- We are seeking motivated individuals to join our team as a Client Sales Associate in Cleveland, OH, focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. This opportunity offers comprehensive training...Remote jobFlexible hours
- ...Virtual Sales & Client Support Associate | Remote | No Experience Required Looking for a remote opportunity where you can develop your communication and client relationship skills? We're hiring Virtual Sales & Client Support Associates to join our growing team....Remote workWork from homeFlexible hours
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- ...Position Overview AO Globe Life is seeking a Remote Benefits Account Representative to provide education and support to clients reviewing insurance options. You will connect with prospective clients, conduct virtual needs-based appointments, and help individuals and...Remote workHourly payFor contractorsLocal area
- ...Position Overview AO Globe Life is seeking a Virtual Client Account Advisor to help clients learn about insurance protection options... ..., mentorship, warm leads, and ongoing support as you build your remote career. Responsibilities Work with prospective clients from...Remote workHourly payFor contractorsLocal area
- ...reporting, data aggregation, onboarding, and client delivery across both traditional and... ...investments. The team is hiring at both the Associate and AVP levels, depending on experience.... ...Location / Schedule: ~ Hybrid schedule with 4 days in office / 1 day remote...Remote workFull timeWork at office
$40k - $53k
...Client Experience Associate Client Service, Administrative Support, Office Operations The Jamrog Group | Holyoke, Massachusetts Flexible Scheduling Available | Remote Considered $40,000-$53,000 + Bonus Opportunity About The Jamrog Group At The Jamrog...Remote workFull timeWork at officeFlexible hours$65k - $75k
...compensation management platform serving 300+ RIA firms. The Client Success Associate is a hybrid operations and client support role — you'll own... ...and be a core part of a lean, high-output team. Remote (US) or Hybrid (Denver, CO) What You'll Do Enter equity...Remote workOngoing contractFull time- ...strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead... ...hire for On-time follow-up Clean video presence Fast learning on tools Respect for the client #J-18808-LjbffrRemote workWork at officeWork from home
- ...Job Description Position Overview \n We are looking for a professional and customer-focused Client Sales Associate to join our team in Woodbridge NJ . In this role, you will serve as a primary point of contact for clients, helping to maintain strong relationships...
- ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk... ...conversations — no cold lists Explain benefit options simply Help clients enroll when it is a fit Keep a clean follow-up rhythm You...Remote workWork from home
- ...Remote Seat On A Team That Helps Families Understand And Set Up Protection Options Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague...Remote workWork from homeFlexible hours
- Client-facing, fully remote, financial services.You are paired with a growing team, given tools and mentorship, and expected to enroll and support... ...supervisor in the hallwayOpenness to a proven processInterest in benefits conversations, not just "sales energy"J-18808-LjbffrRemote workWork at officeWork from home
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support... ...the hallway Openness to a proven process Interest in benefits conversations, not just "sales energy" #J-18808-LjbffrRemote workWork from homeHome office
- ...AO Globe Life is seeking a Remote Client Growth Representative at an entry level to help build client relationships and learn how businesses grow. This home-based role is ideal for fresh graduates and career starters looking to develop professional skills from home. You...Remote workWork from homeFlexible hours
- ...Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture,... ...DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team...Remote workFlexible hours
- ...Remote Client Advisory Associate | Entry Level | Training Provided We are looking for motivated individuals who want to develop their communication and client service skills in a remote work environment. Fresh graduates and candidates starting their careers are welcome...Remote workWork from homeFlexible hours
- ...AO Garcia Agency is seeking candidates for a remote role that allows you to work from home with warm leads and families. You will Learn a system and build a book of business while supporting families in locating solutions. The day-to-day includes meetings, clear explanations...Remote workWork from homeFlexible hours
- ...Lever, Inc. in Nashua, NH is seeking a client-facing, fully remote role within financial services. You will be paired with a growing team, provided... ..., and openness to a proven process, with a focus on benefits conversations rather than pure sales energy. #J-18808-Ljbffr...Remote work
- ...una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos como financieros,...Full time
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching Advancement for ...Remote workFull timePart timeWork from home
- ...potential? AO Globe Life is expanding its remote team in Atlanta and is looking for... ...You will work with warm leads, conduct client appointments, explain benefit options, and... ...individuals, families, union members, and association members Schedule and conduct virtual...Remote workHourly payFor contractorsLocal areaWork from home
- ...Care Options for Kids is seeking a Client Success Associate to manage the end-to-end referral and admission process for private duty nursing in-home services. You will coordinate intake from referral to activation and serve as the liaison among referral sources, families...Remote work
- ...AnywhereWorks Ltd. is hiring Client Experience Associates to join our team. Work from home, supporting clients via inbound calls, capturing leads, taking orders, scheduling appointments, and sending messages. You’ll begin with two weeks of paid training, followed by 8...Remote workWork from homeFlexible hoursShift work
- ...Home-Based Client Role Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why People Stay 1. Control...Remote workFull timePart timeWork from homeFlexible hours
- ...This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached... ...options Run a simple enrollment flow Build and service a client list Provided Pre-qualified warm leads Step-by-step...Remote workWork from homeFlexible hours
- Virtual Consultant Role You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat: No cold calling Qualified-interest pipeline Performance...Remote workWork from home
$16 per hour
...world. Work is what we do, not where we do it. We're hiring Client Experience Associates to join our team! Your Role Watch first: A Day in the Life... ..."Anywhere\" Means to Us Other terms out in the world are “remote” “distributed” “telecommuting” – for us, these words do...Remote workWork at officeWork from homeShift work
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