Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; Portland (ME); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule Flexibility

Total Location Freedom

Turnkey Growth

Job summary

Stratford Davis LLC in Portland, ME, seeks Remote Life Insurance Agents to help families secure their financial futures through IUL and annuity coverage. You’ll conduct video consultations, assess client needs, guide them through applications, underwriting, and policy placement, and provide ongoing support as families grow.

Ideal candidates hold a Life & Health License (or willingness to obtain) and bring warm, professional communication, self-motivation, and a service-first mindset.

Qualifications

• State Life & Health Insurance License (or willingness to obtain 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 seeking life insurance, IUL, and annuity coverage.
• Host video consultations to assess client financial risks and tailor solutions.
• Guide families through application processing, underwriting, and policy placement.
• Maintain contact with policyholders as families grow and provide long-term support.
• Participate in team mentorship and industry workshops to improve skills.

Skills

Empathetic communication

Self-motivation

Accountability

Client-focused service

Education

Life & Health Insurance License (or willingness to obtain)

Tools

Video conferencing tools

Job description

Portland, 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.

Benefits

• 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.