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Stratford Davis
Client Sales AdvisorStratford Davis • Oakland, CA, us
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Client Sales Advisor

Client Sales Advisor

Stratford Davis • Oakland, CA, us
2 days ago
Job description

Job Description

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:

  • 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.
  • 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.

Start your fulfilling sales career with us and take the first step on your journey today!


Requirements
Minimum of 2 years of experience in digital marketing or a related field. Proven track record of managing and optimizing digital campaigns. Strong understanding of SEO, SEM, email marketing, and social media marketing. Proficiency in tools such as Google Analytics, Google Ads, and social media management platforms. Basic knowledge of HTML/CSS and content management systems (e.g., WordPress) is a plus. Excellent written and verbal communication skills. Strong analytical skills with the ability to interpret data and make data-driven decisions. Highly organized with strong attention to detail and the ability to manage multiple projects simultaneously.

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Client Sales Advisor • Oakland, CA, us