Remote Customer Success Sales Specialist

Stratford Davis; Des Moines (IA); Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

High commission structure

Remote work from home

Beginner onboarding program

Medical/dental/vision/life plans

Job summary

Stratford Davis, a remote advisory firm, seeks a Remote Customer Success Sales Specialist to guide clients through high-value financial solutions from home. You’ll receive structured training and peer coaching while building client relationships and driving revenue.

You will lead discovery sessions, present Life Insurance and IUL options, and tailor packages to client needs, with performance-based compensation and strong growth potential in Year 1.

Qualifications

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

Responsibilities

• Initiate contact with potential clients using digital outreach tools.
• Host discovery sessions to identify 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 ongoing client support to cultivate high long-term retention.
• Attend regular virtual huddles to share strategies with high-performing peers.

Skills

Empathic listener

Presentation skills

Goal oriented

Organized

Hospitality background

Retail experience

Customer support experience

Job description

Remote Customer Success Sales Specialist

Des Moines, United States | Posted on 11/12/2026

Looking for total control over your income and daily routine? Join our expanding virtual advisory team. You will guide clients through high-value financial solutions, supported by a structured training framework and continuous peer coaching.

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.

• High-commission structure rewarding personal effort.
• Work remotely with no office commute.
• Step-by-step onboarding tailored for beginners.
• Options for medical, dental, vision, and life plans.
• 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.