Client Sales Advisor

Stratford Davis LLC; San Antonio (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Structured training

Mentorship

Live coaching sessions

Annual international trips

Job summary

Stratford Davis LLC in the United States is expanding its remote sales team, offering the chance to work from home while helping clients plan financial protection and long-term goals.

You will receive structured training, mentorship, access to proven systems, warm leads, and best-in-class tools, with uncapped commissions and global travel perks.

Qualifications

• Excellent verbal and written communication skills.
• Ability to build rapport and ethically influence decisions.
• Self-motivated with a goal-oriented mindset.
• Comfortable working independently in a remote environment.
• Willingness to obtain insurance licensing if needed.
• Solid technical skills and organization.
• Flexible 3–4 day workweek for productivity and balance.
• Lead-based selling with pre-qualified contacts.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest
• Conduct virtual consultations via phone or video to understand client needs
• Present personalized solutions including life insurance, IULs, and annuities
• 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

Strong communication

Rapport building

Self-motivation

Remote work

Licensing willingness

CRM proficiency

Organizational skills

Tools

CRM platforms

Sales software

Job description

San Antonio, United States | Posted on 10/18/2026

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 personalized solutions including life insurance, IULs, and annuities
• 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-based 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.
• Global Travel Perks: Earn annual international trips fully covered by the company.

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