Client Sales Advisor

Stratford Davis LLC

Tampa (FL)

Teletrabalho

USD 45 000 - 90 000

Tempo integral

Há 2 dias
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Vantagens oferecidas por esta oferta de emprego

Global travel perks
Structured training

Resumo da oferta

Stratford Davis LLC is expanding its remote sales team and seeking driven individuals to build a meaningful and financially rewarding career from home. You will work with warm, pre-qualified leads to understand client needs and present personalized financial protection solutions.

The role includes structured training, mentorship, and access to proven systems designed to help you succeed. This opportunity offers uncapped commissions, a flexible 3–4 day workweek, and access to top-tier sales

Qualificações

  • Excellent verbal and written communication skills.
  • Ability to build rapport and ethically influence decisions.
  • Self-motivated with goal-oriented mindset.
  • Experience with remote work or distributed teams is a plus.
  • Willingness to obtain insurance licensing if needed.
  • Proficient with basic tech and organizational skills.
  • Flexible 3–4 day workweek for productivity and balance.
  • Warm lead access with ready-to-engage contacts.
  • Uncapped commission with high earning potential.
  • Structured training and ongoing mentorship are provided.
  • Industry-leading sales tools and CRM access.
  • Expert coaching from top performers.
  • Global travel perks offered.

Responsabilidades

  • 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.

Conhecimentos

Verbal communication
Written communication
Rapport building
Self-motivated
Independent work
Licensing willingness
Tech proficiency
3–4 day workweek
Warm leads
Uncapped commission
Structured training
Sales tools
Mentorship
Global travel

Ferramentas

CRM software
Sales software
Video conferencing

Descrição da oferta de emprego

Tampa, United States | Posted on 11/01/2026

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!

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