Client Sales Advisor

Stratford Davis; Oklahoma; Remote; USD 60,000 - 150,000; Part time

Benefits offered by this job

Remote work from home

Structured training & mentorship

Uncapped commissions

Job summary

Stratford Davis is seeking driven individuals to join its remote sales team, helping clients choose Life Insurance and wealth-building solutions from home. You will work with warm, pre-qualified leads and receive structured training, mentorship, and access to proven systems designed to help you succeed.

This fully remote role offers a 3–4 day workweek, uncapped commissions, and ongoing coaching. You can work from anywhere with flexible hours, focusing on client needs, closing deals, and building

Qualifications

• Excellent verbal and written communication skills.
• Ability to build rapport and influence 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.
• Uncapped commission-based compensation with high earning potential.

Responsibilities

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

Skills

Strong communication

Self-motivated

Remote work capable

Ability to build rapport

Organizational skills

Job description

Cleveland, 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.

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.