Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; New York (NY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Training programs

Group health options

Lead systems

Incentive travel opportunities

Remote work flexibility

Job summary

Stratford Davis LLC is seeking empathetic, goal-driven Remote Life Insurance Agents to help families secure peace of mind while enjoying the freedom of a modern remote lifestyle. Connect virtually with everyday families and guide them through IUL and annuity options.

You will receive turnkey training, access to lead systems, group health options, and incentive travel opportunities, with a flexible 4-day schedule and a fully remote setup from home, co-working spaces, or while traveling.

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.
• Service-first attitude focused on client interests at the center of every conversation.
• Schedule Flexibility: 4-day workweek 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.

Responsibilities

• Connect virtually with families seeking life insurance, IUL, and annuity coverage.
• Host video consultations to uncover client financial risks and present solutions.
• Guide families through application processing, underwriting, and policy placement.
• Provide ongoing support to policyholders as families grow.

Skills

Communication skills

Self-motivation

Accountability

Service-oriented

Education

State Life & Health Insurance License

Job description

New York, 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.
• 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.