Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; Fresno (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Group health options

Lead systems

Incentive travel opportunities

Turnkey training programs

Job summary

Stratford Davis LLC in Fresno, CA is seeking empathetic, goal-driven individuals to join as Remote Life Insurance Agents, helping families secure financial peace of mind through IUL and annuity products.

You will host video consultations, guide clients through applications and underwriting, and stay connected with policyholders as their needs evolve. This role offers flexible 4-day weeks and a fully remote setup.

Qualifications

• State Life & Health Insurance License (or willingness to obtain one before starting).
• Excellent communication via digital video platforms.
• Self-motivation and high accountability in a work-from-home environment.

Responsibilities

• Connect virtually with families seeking life insurance, IUL, and annuity coverage.
• Host video consultations and present clear, tailored solutions.
• Guide clients through application processing, underwriting, and policy placement.
• Maintain relationships with policyholders as families grow, providing ongoing support.
• Engage in team mentorship and industry workshops to improve sales skills.

Skills

Communication

Self-motivation

Accountability

Remote work

Job description

Fresno, United States | Posted on 10/27/2026

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.

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.