Entry-Level Client Advisor (Insurance)

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

Benefits offered by this job

Training programs

Group health options

Lead systems

Incentive travel opportunities

Job summary

Stratford Davis LLC is seeking empathetic, goal-driven Remote Life Insurance Agents to help families secure peace of mind. You will connect virtually with families, conduct video consultations, and guide clients through applications and underwriting from a fully remote setup.

The role emphasizes a service-first approach, self-motivation, and professional communication across digital platforms. Training programs and lead systems support success in a flexible 4‑day week schedule.

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 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.

Skills

Communication skills

Self-motivation

Client-focused service

Education

Life & Health Insurance License

Job description

Oakland, 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.

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.