Remote Customer Success Sales Specialist

Stratford Davis; Austin (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

Uncapped commissions

Quarterly rewards

Structured onboarding

Job summary

Stratford Davis is seeking a Remote Customer Success Sales Specialist to drive client engagement from anywhere in the United States. The role focuses on Life Insurance, Indexed Universal Life, and Annuities, with a fully commission-based pay model and a path toward six figures in Year 1.

You will conduct discovery sessions, tailor service packages, and provide ongoing support while collaborating in regular virtual meetings to optimize results.

Qualifications

• Empathic listening and problem-solving are essential.
• Strong verbal presentation skills and comfort on camera.
• Target-driven, commission-based compensation mindset.
• Excellent organizational skills and self-discipline.
• Backgrounds in hospitality, retail, or customer support valued.

Responsibilities

• Initiate contact with potential clients using digital outreach tools.
• Host discovery sessions to identify client priorities and challenges.
• Sell, educate, and present Life Insurance, IUL, and Annuities to clients.
• Match client requirements with customized service packages.
• Deliver ongoing client support to foster long-term retention.
• Attend regular virtual huddles to share strategies with peers.

Skills

Empathic listening

Presentation skills

Camera presence

Commission-based mindset

Organizational skills

Job description

Remote Customer Success Sales Specialist

Austin, United States | Posted on 11/12/2026

Key Responsibilities

• Initiate contact with potential clients using digital outreach tools.
• Host discovery sessions to identify specific client priorities and challenges.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Match client requirements with customized service packages.
• Deliver continuous client support to cultivate high long-term retention.
• Attend regular virtual huddles to share strategies with high-performing peers.

Qualifications

• Empathic listener who excels at solving everyday problems.
• Strong verbal presentation skills and comfort on camera.
• Target-driven mindset well-suited to a fully commission-based pay scale.
• Excellent personal organization to maintain a productive workspace.
• Backgrounds in hospitality, retail, or customer support are strongly valued.

Uncapped Pay Scale:

• High-commission structure rewarding personal effort.

Location Autonomy:

• Work remotely with no office commute.

Structured Training:

• Step-by-step onboarding tailored for beginners.

Group Coverage:

• Options for medical, dental, vision, and life plans.

Quarterly Rewards:

• Cash bonuses and regional recognition retreats.

Why settle for a income cap? Work 100% from home, unlock truly uncapped earning potential, and position yourself to earn six figures in Year 1.