Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; Phoenix (AZ); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Group health options

Lead systems

Incentive travel opportunities

Complete training programs

Job summary

Stratford Davis LLC is seeking empathetic, goal-driven individuals to join as Remote Life Insurance Agents. You will educate families on Life Insurance, IUL, and Annuities and guide them through the application process.

Enjoy a flexible, 4-day work week, fully remote setup, and comprehensive training with mentorship and lead systems. Compensation is commission-based, tied to your results, with unlimited earning potential.

Qualifications

• State Life & Health Insurance License or willingness to obtain.
• Excellent digital communication across video platforms.
• Self-motivated with high accountability in remote work.
• Service-first attitude focused on clients' interests.

Responsibilities

• Connect virtually with families seeking life insurance, IUL, and annuity coverage.
• Host video consultations to uncover client risks and tailor solutions.
• Guide families through underwriting, applications, and policy placement.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Maintain relationships with policyholders for long-term support.
• Participate in team mentorship and industry workshops to improve skills.

Skills

Communication skills

Remote work discipline

Self-motivation

Customer service

Education

Life & Health Insurance License

Tools

Video conferencing

Job description

Phoenix, United States | Posted on 11/06/2026

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.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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.