Stratford Davis
Client Sales Advisor
San Francisco, USOn-siteContractFull-time
Posted Sep 20, 2026
We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.
Whether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed.
Key Responsibilities:
Whether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed.
Key Responsibilities:
- Work with warm, pre-qualified leads who have already expressed interest
- Conduct virtual consultations via phone or video to understand client needs
- Present personalized solutions including life insurance, IULs, and annuities
- Educate clients on financial protection and wealth-building strategies
- Build trust and guide clients through their decision-making process
- Manage the entire sales lifecycle from first contact through closing
- Maintain detailed client records using CRM platforms
- Follow up consistently to ensure satisfaction and generate referrals
- Meet or exceed sales goals and performance benchmarks
- Participate in ongoing training and coaching sessions
- Strong verbal and written communication skills
- Ability to build rapport and influence decisions ethically
- Self-motivated with a goal-oriented mindset
- Comfortable working independently in a remote environment
- Willingness to obtain insurance licensing if needed
- Basic technical proficiency and organizational skills
- Flexible Weekly Commitment: Operate on a 3–4 day workweek designed for productivity and balance.
- Warm Lead Access: Focus on conversions with ready-to-engage, pre-screened contacts.
- Uncapped commission-based with high earning potential
- Comprehensive Learning: Receive free access to structured training and live assistance.
- Best-in-Class Tools: Leverage industry-leading sales software at no cost.
- Expert Coaching: Get consistent mentorship from top-performing leaders.
- Global Travel Perks: Earn annual international trips fully covered by the company.
Role snapshot
Job type
Full-time
Required skills
Verbal and written communicationVirtual consultation and remote selling (phone/video)Life insurance product knowledgeIndexed Universal Life (IUL) product knowledgeAnnuities product knowledgeEthical persuasion and rapport buildingSales lifecycle management (lead-to-close)CRM usage and client recordkeepingClient follow-up and referral generationSales software and basic technical proficiencySelf-motivation and goal orientationRemote work independence and time managementInsurance licensing compliance (willingness to obtain licenses)
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