Client Sales Advisor

Stratford Davis; San Francisco (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Structured training

Mentorship

Remote-friendly schedule

High earning potential

Job summary

Stratford Davis is expanding its remote sales team, offering virtual consultations and uncapped commissions for high performers. You will work from home with flexible hours, guiding clients through Life Insurance and wealth-building products using proven systems and mentorship.

Training is provided, with ongoing coaching from top-performing leaders, and you will join a supportive, growth-focused environment designed for balanced productivity and earning potential.

Qualifications

• Excellent verbal and written communication skills.
• Ability to build rapport ethically and influence decisions.
• Self-motivated with a goal-oriented mindset.
• Comfortable working remotely and independently.

Responsibilities

• Engage warm, pre-qualified leads and manage the sales cycle from contact to close.
• Conduct virtual consultations via phone or video.
• Present Life Insurance, IUL, and Annuities based on client needs.
• Educate clients on financial protection and wealth-building strategies.
• Maintain detailed CRM records and follow up for referrals.

Skills

Strong communication

Rapport building

Self-motivated

Independent worker

Remote work readiness

Comfort with licensing process

Tools

CRM platforms

Sales software

Job description

San Francisco, 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.