Remote Financial Protection Advisor

Stratford Davis LLC; California; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health benefit options

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC is expanding its remote sales division and seeks ambitious individuals to represent core financial protection products from anywhere in the world. This 100% remote, commission-based role offers unlimited earning potential and no salary ceiling.

You will build client connections across regional markets, present life insurance and annuity strategies via live video, and guide clients from consultation through underwriting and policy delivery. A four-day workweek is available.

Qualifications

• Licensed Life & Health agent or willing to complete pre-licensing requirements.
• High proficiency with digital communication tools, CRM, and virtual video hosting.
• Self-starter capable of maintaining high focus and performance in a remote role.
• Interest in mastering insurance sales and potential agency leadership.

Responsibilities

• Build connections with prospective clients across regional markets using digital platforms.
• Present life insurance, IUL, and annuity strategies via live video.
• Manage client pipelines from consultation through underwriting and policy delivery.
• Foster long-term client loyalty with regular follow-ups and annual coverage reviews.
• Participate in daily training, leadership coaching, and sales strategy workshops.

Skills

Self-motivated

Strong communication

Goal oriented

Education

Licensed Life & Health Agent / pre-licensing

Tools

CRM navigation

Video conferencing tools

Job description

Sacramento, United States | Posted on 10/15/2026

Are you looking for a career with high growth potential, complete location independence, and team leadership opportunities? Stratford Davis is expanding its remote sales division and looking for ambitious candidates to represent our core financial protection products.

Primary Responsibilities

• Build connections with prospective clients across regional markets using digital platforms.
• Present customized life insurance, Indexed Universal Life (IUL), and annuity strategies via live video.
• Manage client pipelines from initial consultation through underwriting and policy delivery.
• Cultivate long-term client loyalty through regular follow-ups and annual coverage reviews.
• Engage in daily training stand-ups, leadership coaching, and sales strategy workshops.

Qualifications

• Licensed Life & Health Agent (or willing to complete pre-licensing requirements).
• High proficiency in digital communication tools, CRM navigation, and virtual video hosting.
• Self-starter capable of maintaining high focus and production in a work-from-home role.
• Strong desire to master insurance sales and potentially step into agency leadership.

Flexible Operational Model

4-day workweek options designed around high efficiency.

Total Mobility

100% remote position—work from home or anywhere globally.

Turnkey Agency Support

Direct lead access systems, health benefit options, elite coaching, and annual travel rewards.

Build Your Future Today

This is a 100% remote, commission-based role built for self-motivated individuals who want to take control of their career trajectory. With unlimited earning potential, zero salary ceilings, and full location freedom, your effort directly governs your financial growth.