Client Sales Advisor

Stratford Davis LLC; Fresno (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Uncapped commissions

Global travel

Job summary

Stratford Davis LLC in Fresno, CA, is expanding its remote sales team. You’ll work from home with warm, pre-qualified leads and receive structured training, mentorship, and proven systems to help you succeed.

You will conduct virtual consultations, present personalized life insurance solutions, and guide clients through decisions. Enjoy uncapped commissions, ongoing coaching, and global travel perks as you build a financially rewarding career.

Qualifications

• 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 3-4 day workweek design for productivity and balance.
• Warm lead access with ready-to-engage contacts.
• Uncapped commissions with high earning potential.
• Structured training and live assistance.
• Industry-leading sales software tools.

Responsibilities

• Work with warm, pre-qualified leads.
• Conduct virtual consultations via phone or video.
• Present personalized life insurance solutions.
• Educate clients on protection and wealth-building.
• Build trust and guide clients through decisions.
• Manage the sales lifecycle from first contact to closing.
• Maintain client records using CRM platforms.
• Follow up to ensure satisfaction and referrals.
• Meet or exceed sales goals and benchmarks.
• Participate in ongoing training and coaching.

Skills

Communication skills

Rapport building

Self-motivation

Independent work

Licensing (insurance)

Tech proficiency

Sales mindset

Lead conversion

Tools

CRM software

Sales software

Job description

Fresno, 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!