Client Sales Advisor

Stratford Davis LLC; California; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Best-in-Class Sales tools

Annual international trips

Job summary

Stratford Davis LLC in Sacramento, CA, is expanding its remote sales team, offering a work-from-home opportunity with structured training and mentorship.

You will engage warm leads, conduct virtual consultations, and present life insurance, IULs, and annuities. You will manage the entire sales lifecycle from first contact through closing, with uncapped commissions and access to top sales tools.

Qualifications

• Excellent 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.

Responsibilities

• Work with warm, pre-qualified leads.
• Conduct virtual consultations via phone or video.
• Present life insurance, IULs, and annuities solutions.
• Educate clients on protection and wealth-building strategies.
• Manage the full sales lifecycle from first contact to close.

Skills

Verbal communication

Written communication

Rapport building

Remote work

Licensing willingness

Tools

CRM software

Job description

Sacramento, United States

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!