Remote Life Insurance Advisor | 4-Day Week & Commission

Stratford Davis LLC; Los Angeles (CA); Remote; USD 40.000 - 90.000; Vollzeit

Zusammenfassung

Stratford Davis LLC is seeking a Remote Life Insurance Agent to advise families on life insurance, IULs, and guaranteed annuities through digital channels. The role is 100% remote, enabling work from home, a coffee shop, or while traveling.

Responsibilities include client meetings via video calls, financial needs assessments, and processing applications from submission to policy delivery, with ongoing training and coaching. A modern 4-day work schedule supports work-life balance.

Qualifikationen

• Ambitious, empathetic communicators who possess (or are ready to earn) a State Life & Health License.
• Knowledge of life insurance products, IULs, and guaranteed annuities.
• Ability to work remotely with a flexible schedule.

Aufgaben

• Client Engagement: Meeting with prospective clients via structured video calls.
• Strategy Sessions: Assessing financial needs and matching families with carrier products.
• Underwriting Management: Guiding applications from submission to policy delivery.
• Continuous Learning: Participating in sales workshops and product training.
• Lifestyle Balance: Operating on a modern 4-day schedule to balance priorities.

Kenntnisse

Empathetic communication

Ausbildung

State Life & Health License

Jobbeschreibung

Stratford Davis LLC is seeking a Remote Life Insurance Agent to advise families on life insurance, IULs, and guaranteed annuities through digital channels. The role is 100% remote, enabling work from home, a coffee shop, or while traveling.

Responsibilities include client meetings via video calls, financial needs assessments, and processing applications from submission to policy delivery, with ongoing training and coaching. A modern 4-day work schedule supports work-life balance.