Remote Life & Financial Solutions Pro — Build Your Agency

Stratford Davis LLC

California

Remote

USD 40,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Remote work
Carrier contracts
Health options
Elite travel rewards

Job summary

Stratford Davis LLC seeks motivated life insurance sales professionals to build a remote agency and manage comprehensive financial protection portfolios. You will drive client outreach, review financial profiles, and present virtual game-changing plans from home with access to turnkey systems and carrier contracts.

With 100% remote work, you will participate in coaching, training, and mentorship to scale a personal business asset.

Qualifications

  • State Life & Health Insurance License (required or in progress).
  • Strong entrepreneurial mindset focused on building a lasting business asset.
  • Proficiency with virtual meeting tech, cloud tools, and pipeline management software.
  • Relentless drive, high integrity, and a deep commitment to serving client needs.

Responsibilities

  • Initiate client contacts using proven digital outreach methods, warm lead platforms, and networking strategies.
  • Analyze financial profiles to recommend suitable whole life, term life, IULs, and retirement annuities.
  • Deliver high-impact virtual video presentations that guide clients toward actionable financial security decisions.
  • Maintain continuous contact with policyholders, assisting with policy updates and beneficiary changes.
  • Engage in daily group coaching, product training sessions, and executive mentorship.

Skills

Relentless drive
High integrity
Client focus

Tools

Pipeline management software
Cloud tools
Virtual meeting tech

Job description

Stratford Davis LLC seeks motivated life insurance sales professionals to build a remote agency and manage comprehensive financial protection portfolios. You will drive client outreach, review financial profiles, and present virtual game-changing plans from home with access to turnkey systems and carrier contracts.

With 100% remote work, you will participate in coaching, training, and mentorship to scale a personal business asset.

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