Client Sales Advisor

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

Job summary

Stratford Davis LLC is seeking driven individuals for a fully remote Life Insurance sales role. Work from home with warm leads, a structured training program, mentorship, and access to proven systems designed to help you succeed.

Operate on a 3–4 day workweek with uncapped commissions and high earning potential; no base salary. You'll conduct virtual consultations, close sales, and manage CRM records while increasing client protection and wealth-building.

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 weekly commitment: 3–4 day workweek.
• Warm lead access: focus on conversions with ready-to-engage, pre-screened contacts.
• Uncapped commissions with high earning potential.
• Comprehensive learning: receive structured training and live assistance.
• Best-in-class tools: leverage industry-leading sales software.
• Expert coaching from top-performing leaders.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities matched to their needs.
• 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-motivated

Remote work adaptation

Insurance licensing

Tech proficiency

Organization

Flexible schedule

Lead pre-qualification

Commission-based

Training & coaching

CRM tools

Tools

CRM platforms

Sales software

Job description

Columbus, United States | Posted on 11/07/2026

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 clients with Life Insurance, Indexed Universal Life (IUL), and Annuities matched to their needs.
  
• 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-only 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.
  

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.