Sales Advisor, Remote Insurance & Financial Services
Overview
Drive sales growth as a Remote Sales Advisor at Stratford Davis, owning the full sales cycle from warm lead to close. You will conduct virtual consultations and present tailored financial solutions, including life insurance, IULs, and annuities, to a client base of pre-qualified leads. Backed by a dedicated team and CRM tools, you will build trust and guide decisions that shape long-term financial security. This role offers uncapped commission and a flexible 3-4 day workweek, distinguishing it through structured mentorship and global travel incentives.
What You'll Do7
- 1Engage warm, pre-qualified leads through phone and video consultations within the first week.
- 2Present personalized life insurance, IUL, and annuity solutions that match client goals.
- 3Educate clients on financial protection and wealth-building strategies to drive informed decisions.
- 4Build trust and guide clients through the decision-making process, from first contact to closing.
- 5Manage the entire sales lifecycle, logging every interaction in CRM platforms.
- 6Follow up consistently to ensure satisfaction, generate referrals, and meet performance benchmarks.
- 7Participate in ongoing training sessions and coaching to refine sales techniques and product knowledge.
Requirements7
- 1Strong verbal and written communication skills for clear client interactions.
- 2Ability to build rapport and influence decisions ethically.
- 3Self-motivated and goal-oriented mindset for remote work.
- 4Comfortable working independently in a virtual environment.
- 5Willingness to obtain insurance licensing (if not already licensed).
- 6Basic technical proficiency with CRM platforms and sales tools.
- 7Proven track record in sales or related fields (preferred, not required).
Salary Insight
$85 - $150k per year
Location
Required Skills
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