Client Sales Advisor Job at Stratford Davis, Brookline, MA

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  • Stratford Davis
  • Brookline, MA

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

Competitive Hourly Rate: Earn between $18 and $25 per hour, with upside tied to your output.

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.

Job Tags

Hourly pay, Full time, Remote work, Work from home, Flexible hours

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