Client Sales Advisor

Stratford Davis; Salt Lake City (UT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully remote work

Structured training program

Mentorship from top leaders

Uncapped commissions

Job summary

Stratford Davis is seeking motivated professionals for a fully remote sales role. You will work from home with warm, pre-qualified leads, conducting virtual consultations to recommend Life Insurance, Indexed Universal Life, and Annuities. Training and mentorship are provided to help you succeed.

Role emphasizes a 3–4 day workweek, high earning potential with uncapped commissions, and access to leading sales software. Licensing may be required to operate in certain states.

Qualifications

• Strong verbal and written communication skills are essential.
• Ability to build rapport and ethically influence decisions.
• Self-motivated with a goal-oriented mindset; comfortable working remotely.

Responsibilities

• Work with warm, pre-qualified leads and conduct virtual consultations.
• Present Life Insurance, IUL, and Annuities matched to client needs.
• Educate clients on financial protection and wealth-building strategies.
• Manage the full sales lifecycle from first contact to closing.
• Maintain detailed client records using CRM platforms.
• Follow up to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and participate in ongoing training.

Skills

Verbal communication

Written communication

Rapport building

Self-motivation

Remote work

Licensing readiness

Education

Insurance license (if required)

Tools

CRM software

Sales tools

Job description

Salt Lake City, 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.