Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; San Antonio (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule Flexibility

Location Freedom

Turnkey Growth

Commission-based pay

Job summary

Stratford Davis LLC is recruiting Remote Life Insurance Agents to help families secure their financial futures. You will connect with everyday families via video, uncover needs, and present tailored life insurance, IUL, and annuity options.

Role emphasizes self-motivation, professional communication, and a service-first approach in a fully remote setting with mentorship and growth opportunities.

Qualifications

• State Life & Health Insurance License (or willingness to obtain before starting).
• Warm, professional communication across digital video platforms.
• Self-motivation and accountability for a work-from-home role.
• Service-first attitude focused on client interests.

Responsibilities

• Connect virtually with families seeking life insurance, IUL, and annuity coverage.
• Host video consultations to uncover client risks and offer clear solutions.
• Guide families through applications, underwriting, and policy placement.
• Maintain relationships with policyholders for ongoing support.
• Develop sales skills through team mentorship and workshops.

Skills

Life Insurance License

Strong communication

Self-motivated

Remote-work discipline

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.

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 & Growth

• 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.