Client Sales Advisor

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

Benefits offered by this job

Uncapped commissions

Structured training & mentorship

Global travel perks

Access to top sales software

Job summary

Stratford Davis LLC is expanding its remote sales team in the United States. This role involves working from home with warm leads, conducting virtual consultations, and presenting personalized life insurance and wealth-building solutions.

You will be mentored, trained, and equipped with top sales tools to succeed. You can expect an uncapped commission structure, ongoing coaching, and travel opportunities with annual international trips fully covered by the company.

Qualifications

• Excellent 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.

Responsibilities

• Work with warm, pre-qualified leads and conduct virtual consultations via phone or video.
• Present personalized financial protection solutions including life insurance, IULs, and annuities.
• Educate clients on wealth-building strategies and risk protection.
• Build trust and guide clients through decision-making and close the sale.
• Manage the sales lifecycle from first contact through closing, with CRM updates.

Skills

Verbal communication

Written communication

Rapport building

Self-motivated

Goal-oriented

Independent work

Remote work adaptability

Licensing readiness

Tools

CRM platforms

Sales software

Job description

San Jose, United States

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.