Stratford Davis
Client Sales Advisor
Sacramento, US现场合同制全职
发布于 2026年8月27日
此职位以 EN 发布
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.
职位概览
工作类型
全职
所需技能
Verbal and written communicationRapport-building and ethical influenceVirtual consultation via phone and video (remote selling)Product knowledge of life insurance, IULs, and annuitiesFinancial protection and wealth-building advisingCRM management and client record-keepingFull-cycle sales management (prospecting to closing)Lead follow-up and lead nurturing for warm/pre-qualified leadsQuota achievement and sales goal attainmentSelf-motivation and ability to work independently in a remote environmentBasic technical proficiency with sales softwareOrganizational skillsInsurance licensing knowledge and regulatory compliance readinessCoachability and participation in ongoing training/coaching
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