Client Sales Advisor

Stratford Davis LLC

Washington

A distancia

USD 60.000 - 120.000

Jornada completa

Hace 3 días
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Ventajas ofrecidas por este puesto de trabajo

Global travel perks
Structured training
Mentorship
Live assistance

Descripción de la vacante

Stratford Davis LLC in the United States expands its remote sales team, offering a path to a meaningful and financially rewarding career from home. You will work with warm, pre-qualified leads, conduct virtual consultations, and present personalized protection and wealth-building solutions.

We provide structured training, mentorship, and access to proven systems to help you succeed. Expect uncapped commissions and top-tier sales tools, with travel perks tied to performance.

Formación

  • 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: 3-4 day workweek 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: free access to structured training and live assistance
  • Best-in-Class Tools: leverage industry-leading sales software at no cost
  • Expert Coaching: mentorship from top-performing leaders
  • Global Travel Perks: annual international trips fully covered by the company

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

Conocimientos

Communication skills
Rapport building
Self-motivation
Goal orientation
Independent working
Licensing (insurance)

Herramientas

CRM platforms
Sales software

Descripción del empleo

Washington, United States | Posted on 10/18/2026

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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