Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; Phoenix (AZ); Remote; USD 40,000 - 90,000; Full time

Job summary

Stratford Davis LLC is seeking empathetic, goal-driven Remote Life Insurance Agents to help families secure peace of mind while enjoying a flexible, remote lifestyle.

Connect with everyday families for life insurance, IUL, and annuity coverage. You’ll conduct video consultations, guide clients through underwriting and policy placement, and build lasting relationships with policyholders from anywhere in the United States.

Qualifications

• State Life & Health Insurance License (or willingness to obtain before starting).
• Strong communication skills across digital video platforms.
• Self-motivation and high accountability in a remote work environment.
• Service-first attitude focused on client interests.
• Schedule: 4-day week with a schedule you control.
• Fully remote setup from home, coworking spaces, or travel destinations.
• Turnkey training, group health options, lead systems and incentive travel.

Responsibilities

• Connect virtually with families seeking life insurance, IUL, and annuity coverage.
• Host video consultations to uncover client financial risks and offer custom solutions.
• Guide clients through application processing, underwriting, and policy placement.
• Maintain ongoing relationships with policyholders for long-term support.
• Grow financial sales capabilities through team mentorship and industry workshops.

Skills

Empathetic communication

Remote/video communication

Self-motivation

Accountability

Education

State Life & Health Insurance License

Job description

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.

Phoenix, United States | Posted on 10/21/2026

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.