Virtual Top-Tier Key Account Sales Representative

Stratford Davis LLC; Chicago (IL); Remoto; USD 120.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual trips & conferences

Training & coaching programs

Descrizione del lavoro

Stratford Davis LLC in Chicago seeks a high-energy Key-Account professional to deepen relationships with affluent clients, protect service continuity, and grow wallet share through strategic insurance and financial planning discussions.

The role emphasizes a virtual service model with polished phone and video meetings, expansion proposals, and strong advocacy resulting in referrals. Success is tied to client outcomes and revenue growth.

Competenze

• Must manage high-value client relationships and protect continuity of service.
• Ability to discuss Life Insurance, Indexed Universal Life (IUL) and Annuities with clients.
• Strong communication and presentation skills for advisory conversations.

Mansioni

• Maintain relationships with key clients and anticipate protection questions.
• Conduct regular portfolio reviews to revisit goals and coverage gaps.
• Provide advisory discussions on life insurance, IUL, and annuities.
• Deliver professional phone and video meetings via a virtual service model.
• Propose upgrades and additional coverage when timing is right.
• Foster advocacy and referrals from satisfied clients.

Conoscenze

Relationship management

Portfolio reviews

Advisory conversations

Virtual meetings

Upselling

Descrizione del lavoro

Chicago, United States | Posted on 11/06/2026

We are an insurance and financial planning organization trusted with meaningful client relationships. Twice recognized by Entrepreneur Magazine, strongly rated on Glassdoor and Indeed, listed on the Inc. 5000 for six straight years, and covered by Forbes — our reputation rests on how carefully we steward accounts, not how loudly we sell.

At a Glance

In this key-account seat you deepen relationships with high-value households, protect continuity of service, and grow wallet share over time. Compensation is high commission-based and scales with the accounts you retain and expand.

Day-to-Day Account Work

• Relationship stewardship — Stay close to assigned key clients and anticipate their next protection question.
  
• Portfolio reviews — Revisit goals, life changes, and coverage gaps on a regular cadence.
  
• Advisory conversations — Walk key-account clients through Life Insurance, Indexed Universal Life (IUL), and Annuities with the depth their portfolios deserve.
  
• Virtual service model — Deliver polished phone and video meetings that feel personal, not transactional.
  
• Expansion proposals — Present upgrades and complementary coverage when the timing is right.
  
• Advocacy loop — Earn referrals from clients who feel genuinely looked after.
  

The Account Advantage

Shape a week of roughly 3–4 focused days. Work a warm, pre-qualified flow — never cold lists. Training libraries and live coaching are included. Digital platforms and in-house tech come free. Seasoned leaders mentor account growth tactics. Top producers earn fully paid annual trips and conferences.