Entry-Level Client Advisor (Insurance)

Stratford Davis; San Jose (CA); Remote; USD 50,000 - 140,000; Full time

Benefits offered by this job

Mentorship program

Flexible 4-day work week

Fully remote work

Job summary

Stratford Davis is seeking empathetic, goal-driven individuals to join our remote life insurance team. As a Remote Life Insurance Agent, you will connect with families, present Life Insurance, IUL, and Annuities, and guide clients through applications and underwriting from your home.

Enjoy flexible hours, a 4-day workweek, ongoing mentorship, and the freedom to build your practice wherever you are in the United States.

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 life insurance, IUL, and annuity coverage.
• Host video consultations to uncover client financial risks and offer solutions.
• Guide clients through application processing, underwriting and policy placement.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Provide long-term support to policyholders as families grow.

Skills

Communication skills

Self-motivation

Remote work

Education

Life & Health Insurance License

Job description

San Jose, 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.

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.

Agent Support

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.

• Training provided, with mentorship and digital sales resources to support your client work.

Empower Your Financial Destiny

This remote opportunity features a commission‑only 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.

Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8‑to‑5 schedule. Compensation is high and commission‑only, with uncapped commissions based on the business you place.