Digital Life Insurance Consultant

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Work-from-anywhere

Mentorship & training

Elite rewards program

Job summary

Stratford Davis LLC is seeking a Remote Life Insurance Agent to conduct virtual consultations and design tailored protection plans for families. You will guide clients through applications and underwriting, while building lasting relationships for future opportunities.

A flexible 100% remote schedule supports work-life balance and professional growth. Ideal candidates are licensed or ready to license in Life & Health, comfortable with video meetings, and self-motivated to succeed in a

Qualifications

• Active State Life & Health License (or eligible to license)
• Strong ability to connect with clients via video calls
• Self-motivated to work from home
• Excellent empathy and communication skills

Responsibilities

• Conduct virtual consultations to explain life insurance and products like IUL and annuities
• Design tailored protection plans aligned with client goals
• Guide clients through applications and underwriting with admin support
• Maintain relationships with policyholders as families grow
• Collaborate in team huddles to refine sales playbook

Skills

Empathy

Clear communication

Self-motivation

Relationship building

Zoom/Video calls

Tools

Zoom

Google Meet

Job description

Imagine This: Your Next Chapter at Stratford Davis

It’s 9: 00 AM. Instead of sitting in traffic, you’re sipping coffee at your kitchen counter or a beachside café. You log into your virtual office, check your schedule for the day, and prepare to help three families secure their financial futures. As a Remote Life Insurance Agent with Stratford Davis, you don't just sell policies—you deliver peace of mind on your own terms.

What You’ll Be Doing (The Big Picture)

• Virtual Consultations: Connect with pre-qualified leads over video to explain life insurance, Indexed Universal Life (IUL) protection, and annuities in simple, everyday language.
• Tailored Solutions: Uncover client goals and design custom protection plans that safeguard their assets and income.
• Smooth Navigation: Guide applicants through application forms and medical underwriting with support from our admin systems.
• Relationship Building: Check in with policyholders as their families grow, creating a client base that trusts you for life.
• Leveling Up: Spend an hour standardizing your sales playbook alongside top mentors and peers in daily team huddles.

What Makes You a Great Fit?

• You hold an active State Life & Health License (or you're ready to tackle the licensing exam right away).
• You’re energized by connecting with people over Zoom or Google Meet.
• You have the self-motivation needed to stay productive in a work-from-home setup.
• You bring high empathy, clear communication, and an appetite for professional growth.

The Perks Setup

• Work Your Way: Flexible 4-day operational schedule designed around real work-life balance.
• True Mobility: Work 100% remotely from home, a co-working hub, or anywhere globally.
• Turnkey Ecosystem: Complete access to marketing lead platforms, group health options, direct mentorship, and elite luxury trip rewards.

A Quick Note on How You Get Paid

This fully remote role is 100% commission-based with passive renewal streams. We’ve built a high-growth platform for individuals who want unlimited earning potential without corporate salary caps. Your income directly reflects your dedication, allowing you to build a thriving business with ultimate schedule control.

San Jose, United States