Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Sales Associate (Remote)

Stratford Davis

Job Description

Job Description

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!

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Sales Associate (Remote) in Jacksonville, FL vacancy
  •  ...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 job
    Flexible hours

    Stratford Davis

    Sioux Falls, SD
    1 day ago
  •  ...Bank of America is seeking a role within Merrill Wealth Management to provide client service and operational support to Financial Advisors, educating clients on the bank's services and ensuring timely, accurate materials. The role emphasizes a client‑first mindset, adaptability... 
    Remote work

    Bank of America

    Toledo, OH
    1 day ago
  •  ...Bank of America’s Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors by delivering excellent client service, ensuring accurate and timely client materials, and maintaining operational excellence. The associate will act as the primary... 
    Remote work

    Bank of America

    San Antonio, TX
    4 days ago
  •  ...FusionTek is seeking a Client Relationship Associate to own a portfolio of clients as the face of the company. Hybrid role with remote work and occasional travel to client meetings in the...  ...and coordinate with Project Managers, Sales, and Leadership to deliver value. The... 
    Remote work

    FusionTek

    Seattle, WA
    14 hours ago
  •  ...Remote Client Success Specialist Company: Globe Life AO Location: Fully Remote At Globe Life AO , we are passionate about creating opportunities that empower individuals to achieve professional success while maintaining a healthy work-life balance. We are... 
    Remote work
    Weekly pay
    Local area
    Work from home

    AO Globe Life

    United States
    14 hours ago
  • $20 - $23 per hour

     ...comprehensive portfolio management for its clients. We are dedicated to helping our clients...  ...Position Overview The Client Experience Associate plays a vital role in supporting daily...  ...is an in-person, office-based role. Remote or hybrid arrangements are not available... 
    Remote work
    Work at office
    Flexible hours

    Wisconsin Wealth Advisors LLC

    Reedsville, WI
    2 days ago
  •  ...Partner: Kenswick Job Type: Full-Time, Salaried Location: Remote or Hybrid (based on candidate location and proximity to a...  ...recognized insurance and retirement services organization, for a Client Experience Associate role designed for recent graduates who enjoy working with... 
    Remote work
    Full time
    Work at office

    Southern Arkansas University

    Honolulu, HI
    14 hours ago
  • $2,000 per month

     ...Client Associate Location Remote Employment Type Full time Location Type Remote Department Client Success Client Manager Large Group Client Manager West Coast Large Group Client Manager Who We Are Nava is on a mission to #fixhealthcare. Nearly... 
    Remote work
    Full time
    Temporary work
    Home office
    Flexible hours

    Navabenefits

    California, MO
    2 days ago
  •  ...Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro... 
    Remote work

    Stropro

    United States
    4 days ago
  • $33 per hour

     ...services company, a Big Four Bank, to recruit a qualified Client Relations Associates for a career-building opportunity. This is a chance to join...  ...training period, with a flexible schedule of 5 days remote and 5 days onsite. The Client Relations Associate will be... 
    Remote work
    Flexible hours

    Randstad

    Charlotte, NC
    3 days ago
  •  ...Bank of America is seeking a client service professional to support Financial Advisors by delivering tailored banking solutions and maintaining strong client relationships. The role emphasizes accuracy, timely follow-up, and adherence to policies to protect clients and... 
    Remote work

    Bank of America

    Frederick, MD
    1 day ago
  • $25 - $44 per hour

     ...institutions. This role supports multiple Financial Advisors by providing client service support and helping meet enterprise strategic objectives...  ...Environment Full‑time, 1st shift (U.S.) 37.5 hours per week. Remote employees may be required to work onsite. Pay Hourly: $25.00 – $... 
    Remote work
    Hourly pay
    Full time
    Seasonal work
    Day shift

    Bank of America

    Bridgewater, MA
    1 day ago
  • $50k - $60k

     ...desperate for good advice. As part of our Client Experience team, your job is to get them...  ...from traditional customer service or sales: Our service is totally free, and clients...  ...our team. Location This job is fully remote and we're committed to empowering... 
    Remote work
    Work experience placement
    Internship

    Atticus Inc

    United States
    1 day ago
  • $100k - $120k

     ...Client Success Associate Who we are looking for: 3-5 years of experience in a client success, account management, or other customer-facing...  ...cross-functionally with internal departments (ie: product, sales, engineering) to resolve client issues or requests. Continuously... 
    Remote work
    Work at office

    On Shore

    United States
    14 hours ago
  •  ...get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world...  ...The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to... 
    Remote work

    Savvy Wealth

    United States
    4 hours ago
  • A leading company in client services is seeking passionate individuals for client service leadership roles. This position offers flexibility to work from home, a supportive environment fostering personal growth, and access to mentorship from experienced leaders. Candidates... 
    Remote work
    Work from home

    Medium

    Rock Hill, NY
    2 days ago
  • A dynamic company based in Sparks, Nevada, is offering a rewarding career in client service leadership. This role provides the flexibility of working from home while embracing opportunities for growth and mentorship. With a strong focus on exceptional customer service... 
    Remote work
    Work from home

    Medium

    Sparks, NV
    2 days ago
  •  ...Work from Home: Enjoy the convenience and flexibility of working remotely, allowing you to create a comfortable and productive work...  ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications... 
    Remote work
    Work from home

    AOGarcia

    United States
    14 hours ago
  •  ...looking for innovative individuals to help take the team to the next level. Responsibilities Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,... 
    Remote work
    Weekly pay
    Work from home
    Flexible hours

    Medium

    United States
    2 days ago
  • A leading client service company in Maine is seeking passionate individuals for a rewarding career in client service leadership. This role offers the flexibility to work from home and a supportive environment that emphasizes mentorship and personal growth. The ideal candidates... 
    Remote work
    Work from home

    Medium

    Waterville, ME
    2 days ago
  • A leading company in New York seeks a passionate individual for a role in customer service leadership. This position offers flexibility with work-from-home options, a supportive environment, and opportunities for professional growth through mentorship. The ideal candidate...
    Remote work
    Work from home

    Medium

    Middletown, NJ
    3 days ago
  • A dynamic company is seeking a passionate individual for a client service leadership position. This role offers the flexibility of working from home and a supportive environment to help you grow while maintaining a healthy work-life balance. Ideal candidates will have... 
    Remote work
    Work from home

    Medium

    Boise, ID
    2 days ago
  •  ...Flexible Career Opportunity in Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance... 
    Remote work
    Work from home
    Flexible hours

    Global Elite

    United States
    3 days ago
  • A forward-thinking company in Florida is looking for passionate individuals to join their client service leadership team. This role offers the opportunity to work from home with a flexible schedule, enabling you to balance personal and professional aspirations. Candidates... 
    Remote work
    Work from home
    Flexible hours

    Medium

    Clearwater, FL
    2 days ago
  • A forward-thinking organization is seeking passionate individuals for client service leadership roles that offer flexible work arrangements and opportunities for growth. You will have the chance to work from home, develop your skills through mentorship, and lead teams... 
    Remote work
    Work from home
    Flexible hours

    Medium

    Winchester, MO
    2 days ago
  • A company in client service is looking for passionate individuals to join their team. This role offers flexible work-from-home options, allowing you to balance personal and professional life while advancing your career. You will receive mentorship from experienced leaders... 
    Remote work
    Work from home
    Flexible hours

    Medium

    Waukegan, IL
    2 days ago
  • Globalelitecareers in the United States (New Jersey) offers a flexible, growth‑minded opportunity with the option to work from home and a schedule tailored to your lifestyle. You will balance personal and professional life while advancing your career. You will join ...
    Remote work
    Work from home
    Flexible hours

    Globalelitecareers

    Newark, NJ
    1 day ago
  •  ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and... 
    Remote work
    Work from home
    Flexible hours

    Medium

    United States
    3 days ago
  •  ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and... 
    Remote work
    Work from home
    Flexible hours

    Medium

    United States
    2 days ago
  •  ...A progressive company in Marion, Iowa is seeking a dedicated individual for a client service leadership role that offers flexibility and growth opportunities. This position allows for a work-from-home option and a tailored schedule, fostering a balanced personal and professional... 
    Remote work
    Work from home

    Medium

    Marion, IA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Sales Associate (Remote). Be the first to apply!