Remote Financial Protection Advisor

Stratford Davis; Memphis (TN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Elite coaching

Annual travel rewards

Job summary

Stratford Davis in Memphis, TN, USA seeks self-motivated remote sales professionals to build connections with prospective clients using digital platforms and live video presentations of life insurance, IUL, and annuities.

You will manage client pipelines from consultation to underwriting and policy delivery, participate in daily training and coaching, and have the freedom of a 100% remote, commission-based role with unlimited earning potential.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing requirements.
• Proficient with digital tools, CRM navigation, and virtual video hosting.
• Self-starter capable of maintaining high focus and production in a work-from-home role.
• Interest in mastering insurance sales and potential agency leadership.

Responsibilities

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

Skills

CRM navigation

Video hosting

Digital communication

Self-starter

Tools

CRM software

Job description

Memphis, United States

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.