Virtual Top-Tier Key Account Sales Representative

Stratford Davis LLC; North Carolina; Sur place; USD 70 000 - 140 000; Plein temps

Résumé du poste

Stratford Davis LLC seeks a client-focused account professional to deepen relationships with high-value households. The role centers on relationship stewardship, ongoing portfolio reviews, and advisory conversations across life insurance, IUL, and annuities.

A virtual service model supports polished calls and meetings, with expansion proposals and referrals driving growth. The position emphasizes warm lead flows, ongoing training, and mentorship, with compensation built on commissions tied to

Qualifications

• Relationship stewardship with high-value clients to anticipate their needs.
• Portfolio reviews to reassess goals and coverage.

Responsabilités

• Advisory conversations through Life Insurance and annuities with depth for client portfolios.
• Virtual service model delivering polished phone/video meetings.
• Expansion proposals presenting upgrades and complementary coverage when timing is right.
• Advocacy loop earning referrals from clients who feel well cared for.

Description du poste

Columbus, United States

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.