Stratford Davis
Client Sales Advisor
Charlotte, USOfisteSözleşmeliTam zamanlı
11 Eyl 2026 tarihinde yayınlandı
Bu iş EN dilinde yayınlanmıştır
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.
Rol özeti
İş türü
Tam zamanlı
Gerekli beceriler
Virtual consultations via phone and video (remote selling)Life insurance, IULs, and annuities product knowledgeClient needs assessment / financial needs analysisSales lifecycle management and closingCRM proficiency and detailed client record managementConsistent follow-up and client relationship managementVerbal and written communicationRapport building and ethical influence/persuasionSelf-motivation and goal-oriented mindsetWillingness to obtain insurance licensing / regulatory complianceBasic technical proficiency with sales tools and platformsCoachability and participation in ongoing training and mentorship
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