Stratford Davis
Client Sales Advisor
San Francisco, USPresencialContratoTempo integral
Publicado 27 de ago. de 2026
Esta vaga foi publicada em EN
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.
Resumo da função
Tipo de vaga
Tempo integral
Competências necessárias
Verbal and written communicationVirtual consultations (phone and video sales)Client relationship building and rapportEthical sales influence and persuasionFull-cycle sales / sales pipeline managementCRM platform proficiencyWarm lead conversionProduct knowledge: life insurance, IULs, and annuitiesClient follow-up and retentionTarget-driven sales performance / meeting quotasTechnical proficiency with sales software / basic tech skillsOrganizational skills and detailed recordkeepingCoachability and participation in ongoing trainingAbility and willingness to obtain required insurance licensing
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