Client Sales Advisor

Stratford Davis LLC; Town of Newark (WI); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Structured training

Mentorship and coaching

Global travel perks

Remote work from home

Job summary

Stratford Davis LLC in Newark, United States is expanding its remote sales team and seeks driven individuals aiming for a meaningful, financially rewarding career. You will work from home, engaging clients with pre-qualified leads and a proven sales process.

From day one you receive structured training, mentorship, and access to leading sales tools. The role offers uncapped commissions and international travel opportunities, with flexible 3–4 day workweeks designed for balance and growth.

Qualifications

• Excellent verbal and written communication skills.
• Able to build rapport and ethically influence decisions.
• Willingness to obtain insurance licensing if required.

Responsibilities

• Work with warm, pre-qualified leads via calls or video.
• Conduct virtual consultations to assess client needs.
• Present personalized life insurance and annuity solutions.
• Guide clients through decision-making and close sales.
• Maintain client records in CRM and follow up for referrals.
• Meet or exceed sales goals through ongoing training.

Skills

Communication skills

Rapport building

Self-motivated

Remote work

Licensing readiness

Tech savvy

Time management

3–4 day workweek

Lead conversion

Tools

CRM platforms

Sales software suite

Job description

Newark, 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.