Remote Life Insurance Advisor — Flexible Schedule

Stratford Davis; San Antonio (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible Schedule

Warm Leads

Free Training

Modern Tools

Hands-On Mentorship

Top Producer Rewards

Job summary

Stratford Davis, a fast-growing insurance and financial planning firm in San Antonio, TX, seeks driven professionals to join our team. You will speak with pre-screened clients, understand their goals, and offer tailored life insurance, IUL, and annuity solutions.

Flexible scheduling and warm leads support your autonomy and growth. You’ll work with experienced leaders, receive ongoing coaching, and access modern digital tools.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with the ability to work independently.
• Willingness to conduct remote and in-person client meetings.
• Ability to learn financial products and explain them clearly.

Responsibilities

• Collaborate with a team and engage with leaders to grow professionally.
• Conduct discovery conversations with pre-screened clients to uncover goals and coverage needs.
• Meet with prospective clients via video and phone in a consultative manner.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Design personalized insurance and financial protection plans for clients.
• Present proposals clearly to earn trust and build lasting relationships.

Skills

Communication

Relationship building

Consultative selling

Client education

Tools

Digital sales platforms

Job description

Stratford Davis, a fast-growing insurance and financial planning firm in San Antonio, TX, seeks driven professionals to join our team. You will speak with pre-screened clients, understand their goals, and offer tailored life insurance, IUL, and annuity solutions.

Flexible scheduling and warm leads support your autonomy and growth. You’ll work with experienced leaders, receive ongoing coaching, and access modern digital tools.