Virtual Top-Tier Key Account Sales Representative

Stratford Davis LLC; New York (NY); Remote; USD 120,000 - 200,000; Full time

Benefits offered by this job

Fully paid annual trips

Conferences and events

Job summary

Stratford Davis LLC in New York is seeking an experienced key-account professional to deepen relationships with high-value households in a virtual service model.

You will protect continuity of service, grow wallet share, and lead advisory conversations across life insurance, IUL, and annuities. The role emphasizes client advocacy and referrals, with the potential for high-commission earnings.

Responsibilities

• 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.

Job description

New York, 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.