Remote Life Insurance Advisor | Flexible 4‑Day Schedule

Stratford Davis LLC; San Antonio (TX); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Balanced remote schedule

Turnkey lead platform

Group health plan access

Ongoing coaching & seminars

Résumé du poste

Stratford Davis LLC is seeking a Remote Insurance Agent to deliver life insurance, IUL policies, and guaranteed annuities through virtual channels. You will connect with clients regionally, lead virtual consultations to uncover priorities, and guide applicants through underwriting and paperwork with ongoing service.

The role emphasizes ethical, client-first financial advice, remote work autonomy, and a turnkey lead platform with coaching support to help you thrive.

Qualifications

• Active Life Insurance license holder or willingness to obtain quickly.
• Comfortable building rapport with clients over phone and video.
• Self-motivated with a remote work setup and schedule discipline.
• Commitment to client-first financial guidance for long-term security.

Responsabilités

• Connect with prospective clients across the region using digital channels and company systems.
• Lead supportive virtual consultations that uncover client priorities and tailor strategies.
• Assist policyholders through application paperwork, medical exams, and underwriting steps.
• Provide ongoing policy updates and relationship management as client lives evolve.
• Sharpen product knowledge through daily coaching, peer huddles, and interactive seminars.

Connaissances

Digital outreach

Virtual consultations

Relationship management

Remote work self-motivation

Ethical financial guidance

Formation

Life Insurance license (or intent to obtain)

Outils

Lead platforms

Video conferencing tools

Description du poste

Stratford Davis LLC is seeking a Remote Insurance Agent to deliver life insurance, IUL policies, and guaranteed annuities through virtual channels. You will connect with clients regionally, lead virtual consultations to uncover priorities, and guide applicants through underwriting and paperwork with ongoing service.

The role emphasizes ethical, client-first financial advice, remote work autonomy, and a turnkey lead platform with coaching support to help you thrive.