Client Sales Advisor

San Francisco, United States | Posted on 11/10/2026

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.

• Work with warm, pre-qualified leads who have already expressed interest
• Conduct virtual consultations via phone or video to understand client needs
• Present clients with Life Insurance, Indexed Universal Life (IUL), and Annuities matched to their needs.
• 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

• 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-only 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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.