Remote Customer Success Sales Specialist

Stratford Davis; Tampa (FL); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Uncapped pay scale

Location autonomy

Structured training

Group coverage

Quarterly rewards

Job summary

Stratford Davis is seeking a Remote Customer Success Sales Specialist to 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.

This role emphasizes an uncapped commission structure, remote work with no office commute, and quarterly rewards. Ideal candidates bring strong communication, empathetic listening, and disciplined self-management to achieve six-figure earnings in

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.

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 listener

Strong communication

Target-driven mindset

Excellent organization

Job description

Remote Customer Success Sales Specialist

Tampa, 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.

Benefits

• 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.