Client Sales Advisor

Stratford Davis LLC; Boise (ID); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commission

Best-in-Class Tools

Expert Coaching

Global Travel Perks

Comprehensive Learning

Free training and live assistance

Job summary

Stratford Davis LLC is expanding its remote sales team and seeking driven individuals who want a meaningful, financially rewarding career from home. You will work with warm leads, conduct virtual consultations, and present personalized financial protection solutions.

Receive structured training, mentorship, and access to proven systems to help you succeed, with best-in-class tools and ongoing coaching. A path to licensing and substantial earning potential is provided, including international

Qualifications

• Strong verbal and written communication skills are essential.
• Ability to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset and comfortable working remotely.
• Willingness to obtain insurance licensing if needed.

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

Communication skills

Rapport building

Self-motivation

Independent remote work

License readiness

CRM software

Time management

Goal-oriented

Adaptability

Tech proficiency

Tools

CRM platforms

Sales software

Job description

Boise, United States | Posted on 10/25/2026

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.