Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Sales Advisor

Stratford Davis

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!

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Sales Advisor in Charlotte, NC vacancy
  • $92.2k - $115.3k

    Job Title:Sales Development ExecutiveDepartment:Sales, Marketing & Product ManagementCountry:United States of AmericaState/Province:GeorgiaCity...  ...to sell J.B. Hunt services to customers, onboarding new clients, establishing a long-term strategy for customer success,... 
    Suggested
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Remote work
    Visa sponsorship

    J.B. Hunt

    Charlotte, NC
    3 days ago
  • $85k - $100k

     ...your own path to financial freedom.   Why This Role is Different We don’t care about a 5-page resume or decades of corporate sales experience. We hire drive, grit, and an obsession with winning. If you are early in your career, a recent college graduate, a former... 
    Suggested

    Real Estate Company

    Charlotte, NC
    28 days ago
  • 8600 McAlpine Park Dr, Charlotte, NC 28211, USA Job Description Posted Wednesday, August 5, 2026 at 4:00 AM Department: Marketing Reporting Relationship: Reports to Marketing Activation Coordinator Status: Part-Time (Non-exempt) Charlotte Football Club is the Major League...
    Suggested
    Part time
    Casual work
    Work at office
    Local area
    Shift work
    Night shift

    Charlotte Football Club

    Charlotte, NC
    3 days ago
  • $30 per hour

     ...quality.Are you a passionate advocate for bourbon, beer, wine, or other alcoholic beverages, and skilled in promotions, marketing, or sales? We're on the lookout for dynamic individuals for beverage promotions roles. Our team members represent our brands as on-premise... 
    Suggested
    Flexible hours

    Sandpiper Productions

    Charlotte, NC
    4 days ago
  • $30 per hour

    Sandpiper Productions is seeking dynamic individuals to join our team as Brand Ambassadors in Charlotte, North Carolina. As a Brand Ambassador, you will conduct engaging tastings and deliver presentations that showcase our beverage brands at various locations such as grocery...
    Suggested
    Flexible hours

    Sandpiper Productions

    Charlotte, NC
    3 days ago
  •  ...accelerating relationships Exceptional desire to progress within the sales space and move towards an Account Executive or Inside sales role...  ...A desire to work with lots of different stakeholders, be they clients, colleagues, managers, or prospects An interest or affinity... 
    Worldwide
    Flexible hours

    EngageTech

    Charlotte, NC
    a month ago
  •  ...operations. As we continue to expand, we are looking for atechnically proficient and highly motivated Biogas and Industrial Technical Sales Representativeto join our team in Georgia. Position Summary: We are seeking atechnical sales professionalwith a deep understanding... 
    For contractors
    Night shift

    GrabJobs

    Charlotte, NC
    3 days ago
  • $60k

     ...Sales Development Representative TEKsystems is interviewing sales candidates for Spring 2025! All upcoming graduates are encouraged...  ...Partner with Delivery team in identifying top IT Talent to fulfill client needs Increase sales and market share through assigned and... 
    Hourly pay
    Temporary work
    Internship

    Teksystems, Inc.

    Charlotte, NC
    3 days ago
  • $60k

     ...Sales Development Representative Renovo Financial is a dynamic and fast-growing private lender and mortgage servicer based in Chicago...  .... We take pride in delivering exceptional support to our clients, guiding them seamlessly from loan application to pay off with a... 
    Apprenticeship
    Local area

    RF Mortgage Services Corporation

    Charlotte, NC
    3 days ago
  •  ...Technical Sales RepResponsibilities:Provide selections & quotations on products as requested by staff and customers.Assist consulting engineers throughout the design and bidding process by providing product selections, submittals, schedules, and specifications.Read and... 

    Power Placement Partner

    Charlotte, NC
    3 days ago
  •  ...Sales Development Representative Our company is seeking a highly motivated Sales Development Representative to help us grow our business...  ...business opportunities, maintaining relationships with existing clients, and maintaining our showroom presence. Responsibilities... 
    Work at office

    Planar

    Charlotte, NC
    6 days ago
  •  ...Technical Sales RepresentativeThe Technical Sales Representative is responsible for driving specification influence, technical adoption, and sales growth through direct engagement with architects, consultants, building owners, and contractors. The role is primarily customer... 
    For contractors
    Casual work
    Remote work
    Home office
    Monday to Friday

    Carlisle Corporation

    Charlotte, NC
    3 days ago
  •  ...Selection is experiencing unprecedented growth, recently expanding in North Carolina. We are seeking an enthusiastic, experienced wine sales professional, looking to take their career to the next level, to join the team for on and off premises territories. Requirements... 

    Monsieur Touton Selection

    Charlotte, NC
    20 days ago
  • $124.36k - $146.3k

     ...the position that aligns with their experience.We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually managing and growing a large, diverse, nationwide portfolio of corporate, commercial... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Charlotte, NC
    4 days ago
  • $90k - $100k

     ...Sales Development Representative At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community...  ...our CRM system. Composes sales correspondence in response to client or prospect inquiries. May perform other duties as assigned.... 
    Work at office
    Local area

    Jack Henry And Associates

    Charlotte, NC
    3 days ago
  •  ...Outside Sales RepresentativeRenewables and Geothermal Division - Outside sales representative works to facilitate customer's success, generate new clients, promote industry leadership and guidance. Duties will include educating, selling and increasing the company's market... 
    For contractors

    Isco Industries

    Charlotte, NC
    3 days ago
  •  ...Wayflyer Sales Development Representative Today's small businesses need a capital provider that keeps pace with their growth ambitions. Traditional financing options are slow, cumbersome and often out of reach. That's why we built Wayflyer. Our technology allows... 
    Work at office
    Immediate start
    Worldwide
    3 days per week

    Wayflyer

    Charlotte, NC
    3 days ago
  • $40k - $50k

     ...Wing Remote Sales Representative At Wing, we give growing businesses access to the top tier of global remote talent supercharged by AI so they can scale without scaling headcount. From sales and support to operations and admin, Wing turns the recurring work that bogs... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Wing Assistant

    Charlotte, NC
    6 days ago
  •  ...stores, building strong relationships with retail teams, driving sales performance, and ensuring the brand experience is consistently...  ...401k match, hardship loan program, access to financial wellness advisor ~ Comprehensive healthcare coverage including medical, dental,... 
    Local area

    MarketStar

    Charlotte, NC
    5 days ago
  • Job DescriptionAs a part-time Sr Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came in. You are the face of our company and ...
    Full time
    Part time
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    American Eagle Outfitters

    Pineville, NC
    3 days ago
  •  ...driving measurable business outcomes for our clients by helping them unlock the full value of...  ...experts, you’ll serve as a trusted advisor, ensuring consistent delivery of value and...  ...expansionParticipate at the final stages of a new client sales process and at defined points during... 
    Full time
    Work visa

    Q2 Software

    Charlotte, NC
    2 days ago
  • $128k - $252.5k

     ...strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists,...  ...to travel 50%, on average, is based on the work you do and the clients and industries/sectors you serve.Must be legally authorized to work... 
    Local area

    Deloitte

    Charlotte, NC
    4 days ago
  •  ...Company car Competitive salary Training & development Territory Sales Representative At Zinga's Blinds, Shutters, and Shades, we specialize...  ...written communication skills for crafting proposals and client correspondence. Strategic thinker capable of identifying opportunities... 
    Remote work
    Work from home
    Flexible hours

    GrabJobs

    Charlotte, NC
    3 days ago
  • Job Title: Client Success ManagerDepartment: Client SuccessReports To: Client Success Principal / Client Success Team LeadFLSA Status:...  ...education and relevant experienceExperience with account management or sales softwareAnalytical and process-oriented mindsetDemonstrated... 
    H1b
    Local area
    Visa sponsorship
    Work visa

    Passport Labs

    Charlotte, NC
    1 day ago
  •  ...Description Sales Executive Buckman–Fernandina Beach, FL Location: Remote Language: English Travel: 60-75% Buckman is a privately held, global specialty chemical company with headquarters in Memphis, TN, USA, committed to safeguarding the environment, maintaining safety... 
    Remote work

    GrabJobs

    Charlotte, NC
    2 days ago
  •  ...providing, exceptional service to our customers since 1953, representing the world's most famous brands in the beverage industry.Our Sales Consultants are critical to the success of our organization by building customer relationships, providing product knowledge and... 
    Full time
    Work experience placement
    Live in
    Local area

    Johnson Brothers

    Charlotte, NC
    4 days ago
  • $88k - $160k

     ...flexibility to balance life with work, and the opportunity to better health worldwide, together.Our Team, Your ImpactThe NeuroCare Sales Specialist is a strategic, influential sales partner responsible for maximizing sales growth and profitability within a defined territory... 
    Full time
    Work at office
    Local area
    Worldwide
    Flexible hours
    Night shift

    Teva Pharmaceutical Industries

    Charlotte, NC
    4 days ago
  • The Sales Consultant position services restaurants and bars. General responsibilities comprise of the proper management of an established sales territory including selling, servicing, administration and ensuring up-to-date accounts receivable.Job Description:Position Duties... 
    Full time
    Relocation

    Johnson Brothers

    Charlotte, NC
    4 days ago
  • $65k

     ...start-up costs. Year 1 Earning Potential: $65,000+ Year 2 Earning Potential: $150,000+ Top Performers: Exceed $1M in annual sales. Unlimited Earning: Enjoy uncapped, cumulative earnings—our full commission model puts your paycheck in your hands. What You... 
    Full time
    For contractors
    Local area
    Immediate start

    Best Version Media

    Charlotte, NC
    9 days ago
  • $15 - $20 per hour

     ...enthusiasm Why Join HydroSmart? Competitive pay: $15-$20/hour base + uncapped commission Rapid growth opportunities into full-time sales, management, and higher earnings Flexible yet consistent schedule: Tuesday–Saturday, 11:00 AM – 6:00 PM shifts Fun, people-... 
    Hourly pay
    Full time
    Part time
    Immediate start
    Flexible hours
    Shift work

    Hydrosmart Water Solutions Inc

    Charlotte, NC
    13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Sales Advisor. Be the first to apply!