Client Sales Advisor

Stratford Davis

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

Über

Job Description Stratford Davis is 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
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
Requirements
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
Benefits
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.
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.
Performance‑driven, commission‑based compensation structure with unlimited earning potential, giving you the opportunity to take control of your income and directly reward your effort, results, and success without fixed earning limits.
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Raleigh, North Carolina, United States

Sprachkenntnisse

English

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