Client Sales Advisor

Stratford Davis LLC; Seattle (WA); Remote; USD 85,000 - 130,000; Full time

Benefits offered by this job

Global travel perks

Structured training & mentorship

Free access to sales software

Job summary

Stratford Davis LLC is seeking driven remote sales professionals to join its expanding Seattle-based opportunity. You will work from home with warm pre-qualified leads, receive structured training, mentorship, and access to proven systems designed to help you succeed.

In this role, you’ll conduct virtual consultations, present personalized financial protection solutions, and manage the full sales lifecycle.

Qualifications

• 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 3–4 day workweek.
• Warm lead access with pre-screened contacts.
• Uncapped commission-based with high earning potential.
• Comprehensive learning with structured training and live assistance.
• Best-in-class tools and sales software access.
• Expert coaching from top performers.
• Global travel perks: annual international trips covered by company.

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

Goal-oriented

Remote work

Licensing willingness

Tech savvy

Flexible schedule

Lead access

Uncapped commissions

Structured training

Mentorship

Sales software

Expert coaching

Travel perks

Tools

CRM platforms

Sales software

Job description

Seattle, 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.
  

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