Client Sales Advisor

Stratford Davis LLC; Indianapolis (IN); Remote; USD 45,000 - 130,000; Full time

Benefits offered by this job

Remote work

Structured training and mentorship

Annual international travel

Job summary

Stratford Davis LLC is expanding its remote sales team in the United States, offering a home-based path to a meaningful, financially rewarding career in financial protection and wealth-building.

You will work with warm, pre-qualified leads, receive structured training and mentorship, and use proven systems to help clients. The role includes virtual consultations, presenting solutions like life insurance and annuities, and managing the sales lifecycle from start to finish.

Qualifications

• Clear communication ability in writing and speech.
• Proven rapport-building and ethical influence skills.
• Self-motivated with a goal-driven mindset.
• Comfortable working remotely and independently.
• Willingness to obtain insurance licensing if needed.
• Proficient with basic tech and organization.
• Flexible 3–4 day workweek framework.
• Experience with warm, pre-qualified leads is a plus.

Responsibilities

• Engage with warm, pre-qualified leads
• Conduct virtual consultations by phone or video
• Present life insurance, IULs, and annuities solutions
• Educate clients on financial protection and wealth-building
• Guide clients through their decisions and close sales
• Manage full sales lifecycle from first contact to close
• Maintain client records in CRM
• Follow up to ensure satisfaction and referrals
• Meet or exceed sales goals and performance benchmarks
• Participate in ongoing training and coaching

Skills

Communication skills

Rapport building

Self-motivation

Remote work

Insurance licensing

Tech literacy

Flexible schedule

Lead conversion

Tools

CRM software

Job description

Indianapolis, 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.