Remote Life Insurance Advisor | IUL & Annuities Specialist

Stratford Davis; Cincinnati (OH); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

100% remote work

Flexible 4-day schedule

Lead generation systems

Coaching and training

Luxury travel incentives

Job summary

Stratford Davis is seeking a Remote Life Insurance Account Executive to guide clients toward custom life insurance, IUL, and annuity strategies using modern digital tools. This fully remote role offers a 100% commission-based structure and abundant lead generation, with flexible 4-day work weeks and ongoing coaching.

You will educate clients through virtual consultations, manage the client journey from application to underwriting, and stay connected with policyholders as life goals evolve.

Qualifications

• Active Life & Health Insurance License or commitment to pass before starting.
• Strong self-management skills for remote work autonomy.
• 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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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

Life Insurance license

Remote work autonomy

Client-first attitude

Job description

Stratford Davis is seeking a Remote Life Insurance Account Executive to guide clients toward custom life insurance, IUL, and annuity strategies using modern digital tools. This fully remote role offers a 100% commission-based structure and abundant lead generation, with flexible 4-day work weeks and ongoing coaching.

You will educate clients through virtual consultations, manage the client journey from application to underwriting, and stay connected with policyholders as life goals evolve.