Client Sales Advisor

Stratford Davis LLC

Las Vegas (NV)

Remote

USD 60,000 - 120,000

Part time

3 days ago
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Benefits offered by this job

Annual international trips
Free structured training
CRM & sales tools provided
Mentorship & coaching

Job summary

Stratford Davis LLC in Las Vegas, NV is expanding its remote sales team, offering a flexible 3–4 day workweek and a meaningful, financially rewarding career helping clients with financial protection plans.

You’ll train with mentors, use CRM tools, and close deals with pre-qualified leads. The role features uncapped commissions, ongoing coaching, and annual international travel perks, all while working remotely from home.

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.
  • Strong technical proficiency and organizational skills.

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 communication
Written communication
Rapport building
Self-motivation
Remote work
Licensing (insurance)
Tech literacy
Organizational skills
Time management
Note-taking

Tools

CRM platforms
Sales software

Job description

Las Vegas, 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.
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