Client Sales Advisor

Stratford Davis LLC; Texas; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Global travel perks

Structured training

Mentorship

Uncapped commissions

CRM software access

Job summary

Stratford Davis LLC in Dallas is expanding its remote sales team, offering a work-from-home opportunity to help clients with financial protection and long-term goals. You will receive structured training, mentorship, and access to proven systems designed to help you succeed.

Whether new to sales or experienced, you will engage warm leads, conduct virtual consultations, and present life insurance solutions. Expect uncapped commissions, top-tier coaching, and rewards like annual international

Qualifications

• Excellent verbal and written communication skills.
• Ability to build rapport and influence 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 for productivity and balance.
• Warm lead access with ready-to-engage contacts.
• Uncapped commission potential and structured training.
• Access to top-tier sales software and mentorship.

Responsibilities

• Work with warm, pre-qualified leads who have expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present personalized life insurance, IULs, and annuities solutions.
• Educate clients on financial protection and wealth-building strategies.
• Build trust and guide clients through decision-making processes.
• Manage the sales lifecycle from first contact through closing.
• Maintain client records using CRM platforms.
• Follow up to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and performance benchmarks.
• Participate in ongoing training and coaching sessions.

Skills

Strong verbal communication

Written communication

Rapport-building

Self-motivation

Remote work discipline

License readiness

CRM proficiency

Time management

Product knowledge

Ethical influence

Tools

CRM platforms

Sales software

Job description

Dallas, United States | Posted on 10/14/2026

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.