Client Sales Associate (Remote)
Stratford Davis
- Remote job
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!
- ...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 jobFlexible hours
$20 - $26 per hour
...Job Title: Remote Client Care Associate Hourly Pay: $20 - $26/hour Summary We are looking for a Client Care Associate to join our work-from-home team. In this role, you’ll be responsible for delivering exceptional customer service, answering client inquiries...Remote workHourly payWork from homeFlexible hoursWeekend workAfternoon shift$50k - $60k
...Job #: 309932 Title: Wealth Management Client Associate Location: Baton Rouge, LA Salary Range: $50-60K plus benefits package Position: Administrative... ...• Friday 8:00 AM - 3:00 PM ? NYSE holiday schedule ? Remote flexibility around holidays Requirements: REQUIRED...Remote workPermanent employmentFull timeWork at office$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID: 1062 • Salary Range: $55,000.00 To $85,000.00 Annually... ...hybrid schedule: at least 3 days in office and up to 2 days remote. Responsibilities Directly communicate with clients to...Remote workFull timeTemporary workWork at officeMonday to FridayFlexible hours- ...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
- ...MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience... ...and advising our advertisers post-sale, ensuring they receive the top-notch service... ...meet or exceed monthly goals. This remote position offers competitive benefits including...Remote work
- ...Bank of America in Summit, NJ seeks a Wealth Management Client Associate to support Financial Advisors and deliver tailored solutions. You will communicate with clients, educate them on offerings, and ensure timely, accurate client materials. The role emphasizes risk-...Remote work
- ...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
- ...Overview This role focuses on accuracy and client-driven coordination. Ideal for candidates who enjoy client-focused tasks. Responsibilities... ...confirmations Participate in training Benefits Fully remote Flexible scheduling Training provided Requirements...Remote workFlexible hours
- A progressive company in Clovis, California is seeking passionate individuals for a client service leadership role that offers the flexibility to work from home and a supportive environment for professional growth. Candidates should be dedicated to exceptional customer...Remote workWork from home
- ...Coordinating hearing schedules and managing client communications, the full-time Client Relations and Calendaring Associate will provide administrative support and ensure... ...the Court Reporting Operations Department in a remote setting. Key responsibilities Manage and...Remote workFull timeWork at office
- ...To support a growing client base, the full-time Client Success Associate will be responsible for managing client engagements... ..., with the option to work remotely or in a hybrid model in the greater... ...with business development and sales teams Required qualifications 2-...Remote workFull time
- ...Engaging prospective and existing clients, the full-time remote Client Engagement Associate will conduct high volumes of outbound and inbound calls to generate... ...preferred Previous experience in financial services, sales, or client engagement preferred Knowledge of...Remote workFull time
$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 workHourly payFull timeSeasonal workDay shift- ...Supporting individuals in crisis, the full-time Client Experience Associate will engage with clients over the phone to assess their needs, provide... ..., and navigate internal tech platforms, all while working remotely. Key responsibilities Communicate with clients to...Remote workFull timeWork experience placementInternship
- ...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
$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 workFlexible hours- ...Bank of America is seeking a client service professional for their Merrill Wealth Management team in Hartford, Connecticut. This role focuses on supporting Financial Advisors and their clients, ensuring operational excellence, and delivering exceptional service. The ideal...Remote workHourly pay
- ...analysis of data Work with team members to learn about the client's business, how clients make a profit, the challenges they face... ...and meeting expectations About Us Management Science Associates, Inc. (MSA) is a diversified, dynamic and growing information...Remote workFull timeFlexible hours
$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 workWork at officeFlexible hours$21.75 - $44.5 per hour
...future of our industry. Job Description: The Client Engagement Specialist (CES) plays a... ...a Crowe office may be considered for a remote work arrangement, subject to business needs... ...the applicable geographic differential associated with the location at which the position...Remote workHourly payContract workWork at officeLocal areaWorldwideShift work- ...Software Development, Project Management, Sales teams, and any other members of various... ...paperwork related to their cases and support via remote session. Maintain accurate records of all... ...maintenance activities for current clients in a timely manner. Qualifications Self-...Remote workFull timeInternshipFlexible hours
- ...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 workFull timeWork at office
- ...creating a thriving workplace or helping our clients achieve their wildest goals. This is how... ...into comebacks. The Client Success Associate will play a critical role in ensuring quality... ...for growth and development. Remote work with flexible scheduling. Medical,...Remote workFlexible hours
- ...Job Summary RaymondJames is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join... ...and/or training as approved by Human Resources. Work Style Remote. Less than 25% travel. Compensation and Benefits The total...Remote workWork experience placementWork at office
$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 workWork at office$70k - $80k
...firm manages over $10.6 billion for 1000 clients, including individuals and families;... ...About the Position The Client Relationship Associate (CRA) position is a full-time, on-site position... ...), personal time off (PTO) and remote work days (RWD), donation reimbursement,...Remote workFull timeWork at office$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 workFull timeTemporary workHome officeFlexible hours- ...Client Success Associate At Energy Worldnet (EWN), we deliver innovative technology solutions that empower... ..., Wednesdays, and Thursdays, with remote work available on Mondays and Fridays.... ...service, account management, or sales environments (including KPIs, quotas,...Remote workTemporary workWork experience placementCasual workH1bWork at officeRelocationHome officeRelocation packageMonday to FridayFlexible hoursShift work
- ...Advocate's Intake communication lines for new client calls and texts, responding appropriately... ...experience in a high-volume outreach, sales, or customer engagement role (e.g., call... ...and manage time effectively in a remote setting. Passionate about helping others...Remote workContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Sales Associate (Remote). Be the first to apply!
- client account associate Kansas City, MO
- banquet sales assistant Kansas City, MO
- car salesperson Kansas City, MO
- full time retail sales associate - weekly pay Kansas City, MO
- retail sales technology associate Kansas City, MO
- treasury sales associate Kansas City, MO
- part time retail advisor Kansas City, MO
- retail sales specialist Kansas City, MO
- retail consultant Kansas City, MO
- retail clerk Kansas City, MO


