Remote Life Insurance Advisor with Flexible Schedule

Stratford Davis LLC; New York (NY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Lead platforms

Group health access

Annual incentive travel rewards

Mentorship

Job summary

Stratford Davis LLC in New York, United States, seeks self-driven professionals to build a remote career around you. This role emphasizes zero commute, schedule autonomy with a four-day workweek, and helping families with life insurance, IUL, and annuity solutions.

You will reach out to warm leads via digital channels, host video consultations, and guide clients through applications and underwriting, maintaining relationships as policies evolve.

Qualifications

• Active Life & Health license is required or pursuit underway.
• Comfort with hosting virtual consultations via video.
• Self-driven with ability to manage your own schedule and productivity.
• Growth mindset and eagerness to learn from mentors.

Responsibilities

• Reach out to warm leads and prospective clients through digital channels.
• Host interactive video consultations to assess needs and present financial protection plans.
• Guide clients through application processing and underwriting with carrier partners.
• Maintain ongoing client relationships and update policies as family milestones occur.

Skills

Life & Health license

Job description

Stratford Davis LLC in New York, United States, seeks self-driven professionals to build a remote career around you. This role emphasizes zero commute, schedule autonomy with a four-day workweek, and helping families with life insurance, IUL, and annuity solutions.

You will reach out to warm leads via digital channels, host video consultations, and guide clients through applications and underwriting, maintaining relationships as policies evolve.