Client Sales Advisor

Stratford Davis LLC; Baltimore (MD); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free training & live coaching

Leading sales software at no cost

Annual international travel

Job summary

Stratford Davis LLC is seeking motivated remote sales professionals to engage pre-qualified leads and conduct virtual consultations. You will present tailored life insurance solutions, educate clients on protection and wealth-building, and manage the full sales cycle from first contact to closing.

Expect comprehensive training, live coaching, and access to top sales tools. A flexible 3–4 day workweek supports balance while pursuing high earnings through uncapped commissions and international

Qualifications

• Strong verbal and written communication.
• Ability to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset.
• Comfortable working independently in a remote environment.
• Willingness to obtain insurance licensing if needed.
• Basic technical proficiency and organizational skills.
• Flexible 3–4 day workweek designed for productivity and balance.
• Warm lead access focusing on conversions.
• Uncapped commission-based with high earning potential.
• Comprehensive learning with structured training and live assistance.
• Best-in-class sales software at no cost.
• Expert coaching from top-performing leaders.
• Global travel perks with annual international trips.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present personalized solutions including life insurance, IULs, and annuities.
• Educate clients on financial protection and wealth-building strategies.
• Build trust and guide clients through their decision-making process.
• Manage the entire sales lifecycle from first contact through closing.
• Maintain detailed client records using CRM platforms.
• Follow up consistently to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and performance benchmarks.
• Participate in ongoing training and coaching sessions.

Skills

Verbal & written communication

Rapport-building

Self-motivated

Remote work readiness

Insurance licensing (optional)

Organizational skills

CRM familiarity

Uncapped commission mindset

Coaching receptiveness

Multitasking under pressure

Tools

CRM software

Sales tools

Job description

Baltimore, United States | Posted on 11/01/2026

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.

Whether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed.

Key Responsibilities:

• Work with warm, pre-qualified leads who have already expressed interest
  
• Conduct virtual consultations via phone or video to understand client needs
  
• Present personalized solutions including life insurance, IULs, and annuities
  
• Educate clients on financial protection and wealth-building strategies
  
• Build trust and guide clients through their decision-making process
  
• Manage the entire sales lifecycle from first contact through closing
  
• Maintain detailed client records using CRM platforms
  
• Follow up consistently to ensure satisfaction and generate referrals
  
• Meet or exceed sales goals and performance benchmarks
  
• Participate in ongoing training and coaching sessions
  

Requirements:

• Strong verbal and written communication skills
  
• Ability to build rapport and influence decisions ethically
  
• Self-motivated with a goal-oriented mindset
  
• Comfortable working independently in a remote environment
  
• Willingness to obtain insurance licensing if needed
  
• Basic technical proficiency and organizational skills
  
• Flexible Weekly Commitment: Operate on a 3-4 day workweek designed for productivity and balance.
  
• Warm Lead Access: Focus on conversions with ready-to-engage, pre-screened contacts.
  
• Uncapped commission-based with high earning potential
  
• Comprehensive Learning: Receive free access to structured training and live assistance.
  
• Best-in-Class Tools: Leverage industry-leading sales software at no cost.
  
• Expert Coaching: Get consistent mentorship from top-performing leaders.
  
• Global Travel Perks: Earn annual international trips fully covered by the company.
  

Start your fulfilling sales career with us and take the first step on your journey today!