Remote Insurance Advisor: Flexible 4-Day, High Earnings

Stratford Davis LLC

Chicago (IL)

Remote

USD 60,000 - 120,000

Full time

2 days ago

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Benefits offered by this job

Flexible schedule

Remote work worldwide

Growth opportunities

Job summary

Stratford Davis LLC is seeking a results-driven insurance sales professional for a fully remote role. You will conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, IUL, and Annuities, using CRM tools and video consultations.

You will build lasting client relationships through clear, empathetic communication and work in a remote environment with flexible hours and a four-day active schedule, while collaborating with the team in daily stand-ups and

Qualifications

Experience hosting virtual consultations.
Ability to translate complex financial concepts into simple steps.
Comfort working in a remote environment with flexible hours.

Responsibilities

Conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.
Utilize integrated CRM tools and digital communication channels to engage inbound and outbound leads.
Build strong relationships through clear, empathetic virtual communication, maintaining long-term client trust.
Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
Coordinate with insurance carriers to streamline client application and policy issuance procedures.
Collaborate with team members during daily virtual stand-ups and interactive mentorship sessions.