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David Careers

Client Sales Advisor

Posted yesterday

stratford davisBismarck (ND)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Agencies and Brokerages

SENIORITY

Junior

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About the role

Bismarck, United StatesWe 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
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.

Before you apply

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Your profile is current

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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