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Client Sales Advisor
Job Location:
Job Location:
Sacramento, CA - USA
Monthly Salary:
$ 85000 - 85000
Monthly Salary:
Posted:
24 May 2026 (30+ days ago)
Posted:
Application Deadline:
21 August 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
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 34 day workweek designed for productivity and balance.
- Warm Lead Access: Focus on conversions with ready-to-engage pre-screened contacts.
- Uncapped commission-based 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!
Required Skills:
Strong communication and relationship-building skills Self-driven and comfortable working independently Organized dependable and consistent with follow-up Goal-oriented with a passion for helping others Comfortable communicating with clients virtually and over the phone Interest in benefits client service and long-term professional development Willingness to obtain or maintain any necessary licenses or certifications
