Entry-Level Client Advisor (Insurance)

Stratford Davis LLC

California

Remote

USD 60,000 - 120,000

Full time

44 hours ago
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Benefits offered by this job

Turnkey training
Group health options
Lead systems
Incentive travel

Job summary

Stratford Davis LLC in Los Angeles, CA, is seeking empathetic, goal-driven candidates for Remote Life Insurance Agent roles. You’ll help families secure peace of mind while enjoying the freedom of a modern remote lifestyle.

As part of the role, you’ll connect with families, conduct video consultations, and guide them through applications, underwriting, and policy placement, selling Life Insurance, IUL, and Annuities.

Qualifications

  • State Life & Health Insurance License (or willingness to obtain one before starting).
  • Warm, professional communication skills across digital video platforms.
  • Self-motivation and high accountability in a work-from-home environment.
  • A service-first attitude focused on putting client interests at the center of every conversation.

Responsibilities

  • Connect virtually with families seeking life insurance, IUL, and annuity coverage.
  • Host video consultations to assess client financial risks and propose solutions.
  • Guide families through application processing, underwriting, and policy placement.
  • Sell and educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  • Provide ongoing support as families grow and needs change.
  • Leverage team mentorship and industry workshops to enhance sales capabilities.

Skills

Empathetic communication
Self-motivation
Accountability
Customer service orientation

Education

State Life & Health Insurance License

Job description

Los Angeles, United States |


Join Stratford Davis | Protect Families, Control Your Career

At Stratford Davis, we believe protecting a family's financial future is one of the most noble callings in sales. We are seeking empathetic, goal-driven candidates to join us as Remote Life Insurance Agents. Help families secure peace of mind while enjoying the freedom of a modern remote lifestyle.


What Your Day Looks Like


  • Connect virtually with everyday families looking for reliable life insurance, IUL, and annuity coverage.

  • Host video consultations that uncover client financial risks and offer clear, custom solutions.

  • Walk families smoothly through application processing, underwriting, and policy placement.

  • Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.

  • Stay connected with policyholders as their families grow, providing long-term support.

  • Level up your financial sales capabilities daily with team mentorship and industry workshops.


What We Expect


  • State Life & Health Insurance License (or willingness to obtain one before starting).

  • Warm, professional communication skills across digital video platforms.

  • Self-motivation and high accountability in a work-from-home environment.

  • A service-first attitude focused on putting client interests at the center of every conversation.


Schedule Flexibility:

Work a balanced 4-day week on a schedule you control.


Total Location Freedom:

Fully remote setup from home, co-working spaces, or travel destinations.


Turnkey Growth:

Complete training programs, group health options, lead systems, and incentive travel opportunities.


Empower Your Financial Destiny

This remote opportunity features a commission-based pay structure, giving you the ability to unlock unlimited earning potential while working from anywhere. If you are driven by helping others and want an environment where your income is determined solely by your effort and commitment, we want to meet you.

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