Remote Life Insurance Advisor — Flexible Schedule

Stratford Davis LLC; Washington; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote 100% setup

Flexible 4-day schedule

Turnkey lead generation & coaching

Job summary

Stratford Davis LLC is seeking a Virtual Life Insurance Account Executive to guide clients toward tailored life insurance, IUL protection, and annuity strategies. This fully remote role involves conducting virtual consultations, building relationships with leads across the country, and managing the client journey from application to underwriting.

Candidates should hold an active life/health license (or commit to passing) and thrive in a self-managed remote environment.

Qualifications

• Remote work capable and self-driven
• Ability to manage client consultations and follow-ups virtually
• Strong customer-service mindset and integrity

Responsibilities

• Educate & empower clients through virtual consultations with clear policy explanations.
• Build digital bridges by engaging leads nationwide via video tools and cloud platforms.
• Manage pipelines from initial application to underwriting with timely follow-ups.
• Nurture trust by maintaining relationships with policyholders as goals evolve.
• Grow constantly by attending weekly skill sessions with mentors.

Skills

Remote work autonomy

Self-management

Client-first attitude

Education

Active Life & Health Insurance License (or commitment to pass)

Tools

Video tools

Job description

Stratford Davis LLC is seeking a Virtual Life Insurance Account Executive to guide clients toward tailored life insurance, IUL protection, and annuity strategies. This fully remote role involves conducting virtual consultations, building relationships with leads across the country, and managing the client journey from application to underwriting.

Candidates should hold an active life/health license (or commit to passing) and thrive in a self-managed remote environment.