Client Account Representative

Stratford Davis
Dallas, TX

Join a growing opportunity within the benefits and supplemental coverage industry. As expansion continues across Dallas, Texas and surrounding areas, we are seeking ambitious individuals who want to develop a long-term career in sales while helping organizations, unions, businesses, and corporations provide valuable benefit options to employees and members.

This opportunity is best suited for motivated individuals who enjoy working toward goals, thrive in a results-driven environment, and are interested in both personal and financial growth while making a meaningful difference for clients.

Representatives receive access to comprehensive training, continuous mentorship, a proven sales approach, and a company-supported lead system with unlimited leads to help build and grow their client network.

Key Responsibilities

  • Establish and maintain professional relationships with businesses, organizations, unions, employees, and members
  • Educate clients on available benefits and coverage options
  • Identify client needs and recommend suitable solutions
  • Follow up with leads, referrals, and current clients professionally and consistently
  • Conduct virtual or in-person consultations with prospective clients and organizations
  • Utilize company resources, systems, and training throughout the sales process
  • Maintain accurate records of client communications and enrollments
  • Follow company procedures and industry compliance standards
  • Continue developing sales, communication, and product knowledge through training

Benefits

  • Unlimited leads provided through the company paid lead program
  • Full onboarding and training support
  • Ongoing mentorship from experienced professionals
  • Hybrid work model
  • Unlimited earning potential through commissions
  • Incentives and bonuses based on performance
  • Opportunity for advancement and career growth
  • Ability to make a positive impact on working individuals and families

Qualifications

  • Strong communication and relationship-building abilities
  • Self-motivated with the ability to work independently
  • Organized and consistent with follow-up
  • Goal-oriented with a strong work ethic
  • Comfortable communicating virtually and by phone
  • Interested in long-term professional growth
  • Willing to obtain or maintain any required licenses or credentials

If you are ready to grow your career, increase your earning potential, and help provide valuable benefits to organizations and families, apply today.

Posted 2026-05-18

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