Client Sales Advisor

Stratford Davis; Ohio; Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Structured training

Mentorship

Uncapped commissions

Remote work options

Proven systems and tools

Job summary

Stratford Davis is seeking motivated professionals to join its remote sales team. You can work from home while helping clients plan their financial protection and long-term goals, with training, mentorship, and proven systems designed to help you succeed.

You will convert warm leads, conduct virtual consultations, present life insurance and IUL products, stay organized with CRM tools, and pursue ambitious earning through uncapped commissions, with coaching from top performers.

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 and unsupervised work style.
• Uncapped commission-based earning potential.
• Structured training and live coaching.

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.

Skills

Verbal communication

Written communication

Rapport building

Self-motivated

Independent work

Licensing willingness

Organizational skills

Remote work

CRM familiarity

Tech proficiency

Tools

CRM software

Sales software

Job description

Miami, United States | Posted on 11/10/2026

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.
  

Start your fulfilling sales career with us and take the first step on your journey today!

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.