Remote Customer Success Sales Specialist

Stratford Davis; Salt Lake City (UT); Remote; USD 80,000 - 150,000; Full time

Benefits offered by this job

Uncapped pay scale

Remote work

Structured training

Group health coverage

Quarterly bonuses and retreats

Job summary

Stratford Davis in Salt Lake City, UT, is seeking a Remote Customer Success Sales Specialist to guide clients through high-value financial solutions. You will initiate contact, conduct discovery, and present life insurance products, indexed universal life, and annuities from a remote setup.

This role offers an uncapped commission structure, comprehensive training, and quarterly rewards. You can work from home with no office commute while building a scalable client portfolio.

Qualifications

• Empathic listener who excels at solving everyday problems.
• Strong verbal presentation skills and comfort on camera.
• Target-driven mindset in a commission-based environment.
• Excellent personal organization for productive work at home.
• Backgrounds in hospitality, retail, or customer support preferred.

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.

Skills

Empathic listening

Public speaking

Strong organization

Hospitality/retail experience

Job description

Remote Customer Success Sales Specialist

Salt Lake City, 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.

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.