Entry-Level Client Advisor (Insurance)

Stratford Davis LLC

California

Remote

USD 40,000 - 90,000

Full time

2 days ago
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Benefits offered by this job

Schedule Flexibility
Total Location Freedom
Turnkey Growth
Empower Your Financial Destiny

Job summary

Stratford Davis is seeking empathetic, goal-driven Remote Life Insurance Agents to help families secure peace of mind from home. You will connect with daily families via video consultations to assess risks and present tailored life insurance, IUL, and annuity options.

Ideal candidates hold a Life & Health License or willingness to obtain one, with strong communication and a self-motivated, service-first mindset. Flexible 4-day schedule and fully remote setup are offered.

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 uncover client risks and offer clear solutions.
  • Guide families through application processing, underwriting, and policy placement.
  • Maintain relationships with policyholders as families grow, providing long-term support.
  • Engage in team mentorship and industry workshops to improve sales capabilities.

Skills

Empathy
Communication
Self-motivation

Education

State Life & Health License

Job description

Riverside, United States | Posted on 10/30/2026

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.
  • 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.
Benefits & Perks
  • 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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