Remote Life Insurance Advisor — Flexible Schedule & Growth

Stratford Davis LLC

New York (NY)

Remote

USD 60,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Remote work 100%
Flexible 4-day schedule
Turnkey lead systems
Luxury travel incentives

Job summary

Stratford Davis LLC in New York, NY seeks a Virtual Life Insurance Account Executive to educate families on IUL protection and annuity strategies using digital tools.

This fully remote role lets you work from home or anywhere globally with a flexible 4-day schedule and turnkey lead generation. You will manage client consultations and guide applicants through underwriting with coaching support.

Qualifications

  • Active Life & Health Insurance License (or commitment to pass the exam prior to starting).
  • Strong self-management skills built for remote work autonomy.
  • A client-first attitude rooted in integrity and service.

Responsibilities

  • Educate & Empower: Conduct virtual consultations that make complex insurance policies easy for families to understand.
  • Build Digital Bridges: Connect with leads across the country using video tools and cloud-based platforms.
  • Manage Pipelines: Walk clients smoothly from initial application through carrier underwriting.
  • Nurture Trust: Stay in touch with policyholders as life goals change over time.
  • Grow Constantly: Attend weekly skill huddles and learn directly from top-producing industry mentors.

Skills

Remote work autonomy
Client-first attitude
Virtual consultations
Lead generation

Education

Life Insurance License

Tools

CRM software

Job description

Stratford Davis LLC in New York, NY seeks a Virtual Life Insurance Account Executive to educate families on IUL protection and annuity strategies using digital tools.

This fully remote role lets you work from home or anywhere globally with a flexible 4-day schedule and turnkey lead generation. You will manage client consultations and guide applicants through underwriting with coaching support.

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