Client Sales Advisor

Stratford Davis; Orlando (FL); Remote; USD 60,000 - 150,000; Full time

Job summary

Stratford Davis is seeking driven sales professionals to join its fully remote team. You will work from home with warm leads, conduct virtual consultations, and present life insurance products and annuities tailored to client needs.

The role emphasizes ethical rapport-building and ongoing training with top-tier coaching. Expect a 3–4 day workweek structure, flexible hours, and a commission-based compensation model with high earning potential.

Qualifications

• Excellent verbal and written communication skills.
• Ability to build rapport and ethically influence decisions.
• Self-driven with a goal-oriented mindset.
• Comfortable working independently in a remote setup.
• Willingness to obtain insurance licensing if needed.
• Basic technical proficiency and organizational skills.

Responsibilities

• Work with warm, pre-qualified leads with expressed interest.
• Conduct virtual consultations via phone or video to assess client needs.
• Present Life Insurance, IUL, and Annuities aligned to client goals.
• Educate clients on protection and wealth-building strategies.
• Guide clients through their decision process and close deals.
• Manage the sales lifecycle from first contact to closing.

Skills

Communication

Rapport building

Self-motivation

Remote work

Insurance licensing readiness

Tech proficient

Flexible schedule

Warm leads

Commission-based pay

Structured training

Sales tools

Coaching

Tools

CRM platforms

Sales software

Job description

Orlando, United States | Posted on 11/13/2026

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.