Remote Life Insurance Advisor – 4-Day Week

Stratford Davis LLC; Detroit (MI); A distancia; USD 50.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

4-day workweek

Remote/home office

Turnkey onboarding and lead resources

Descripción de la vacante

Stratford Davis LLC is seeking a Remote Financial Services & Insurance Specialist to educate clients on life insurance, IUL protection, and retirement annuities. You will work remotely to engage leads, assess needs, and manage policy applications.

Qualified candidates hold a Life Insurance license (or commit to obtain) and excel in remote communication and time management. The role emphasizes independence with daily remote collaboration and development opportunities.

Formación

• Active Life Insurance license in your home state (or commitment to obtain licensing).
• Proficiency with remote communication technology and virtual presentation software.
• Strong time-management skills for independent remote work.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsabilidades

• Engage leads and clients using digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, applications, and underwriting updates.
• Build long-term policyholder relationships through regular communications.

Conocimientos

Remote communication

Time management

Goal orientation

Attention to detail

Educación

Active Life Insurance license (home state) or plan to obtain licensing

Herramientas

Virtual presentation software

Digital communication platforms

Descripción del empleo

Stratford Davis LLC is seeking a Remote Financial Services & Insurance Specialist to educate clients on life insurance, IUL protection, and retirement annuities. You will work remotely to engage leads, assess needs, and manage policy applications.

Qualified candidates hold a Life Insurance license (or commit to obtain) and excel in remote communication and time management. The role emphasizes independence with daily remote collaboration and development opportunities.