Entry-Level Client Advisor (Insurance)

Stratford Davis LLC; San Francisco (CA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Commission-based pay

Remote work

Turnkey training

Health options

Lead systems

Incentive travel opportunities

Job summary

Stratford Davis LLC is seeking empathetic, goal-driven individuals to join as Remote Life Insurance Agents. You will connect with families, conduct video consultations for life insurance, IUL, and annuities, and guide clients through applications and underwriting.

You will stay engaged with policyholders as needs evolve and benefit from team mentorship, workshops, and flexible scheduling.

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.

Responsibilities

• Connect virtually with families seeking reliable life insurance, IUL, and annuity coverage.
• Host video consultations to uncover client financial risks and offer clear solutions.
• Walk families through application processing, underwriting, and policy placement.
• Provide ongoing support to policyholders as families grow and needs change.
• Participate in team mentorship and industry workshops to grow sales skills.

Skills

Life Insurance Knowledge

Communication Skills

Self-motivation

Education

Life Insurance License or willingness to obtain

Job description

San Francisco, United States | Posted on 10/18/2026

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.

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.