Remote Life Insurance & IUL Strategy Advisor

Stratford Davis LLC; Las Vegas (NV); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC seeks a self-motivated remote Life & Health Insurance Agent to build relationships with clients across regional markets. You will present life insurance, IUL, and annuity options via live video, manage the end-to-end client journey, and drive ongoing loyalty through reviews and follow-ups.

The role includes daily training, leadership coaching, and access to direct lead systems, with health benefits, elite coaching, and annual travel rewards.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Pre-licensing progression is acceptable.
• Strong digital communication and CRM navigation skills.

Responsibilities

• Build connections with prospective clients via digital platforms.
• Present life insurance and annuity solutions via live video.
• Manage client pipelines from consult to underwriting and policy delivery.
• Foster long-term loyalty with regular follow-ups and annual reviews.
• Participate in daily training, coaching, and sales strategy sessions.

Skills

CRM proficiency

Video conferencing

Self-motivated

Leadership aspiration

Education

Life & Health insurance license

Tools

CRM software

Video conferencing tools

Job description

Stratford Davis LLC seeks a self-motivated remote Life & Health Insurance Agent to build relationships with clients across regional markets. You will present life insurance, IUL, and annuity options via live video, manage the end-to-end client journey, and drive ongoing loyalty through reviews and follow-ups.

The role includes daily training, leadership coaching, and access to direct lead systems, with health benefits, elite coaching, and annual travel rewards.