Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; Phoenix (AZ); Remote; USD 40,000 - 100,000; Full time

Benefits offered by this job

Remote work

4-day work week

Training programs

Lead systems

Incentive travel

Group health options

Job summary

Stratford Davis LLC is hiring Remote Life Insurance Agents to help families secure financial peace of mind while enjoying the freedom of remote work. You will connect with families via video consultations to discuss Life Insurance, IUL, and annuity options, then guide them through applications and underwriting.

We offer turnkey training, group health options, lead systems, and incentive travel. A license is required or must be obtained before starting, and you’ll operate in a fully remote

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 to discuss reliable life insurance, IUL, and annuity coverage.
• Host video consultations with clients to uncover needs and tailor solutions.
• Guide clients through application processing, underwriting, and policy placement.
• Maintain relationships with policyholders for ongoing support as families grow.
• Participate in team mentorship and industry workshops to grow skills.

Skills

Communication

Self-motivation

Remote work readiness

Education

Life Insurance License

Job description

Phoenix, 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.