Remote Life Insurance Sales Representative

Stratford Davis; San Antonio (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible Schedule

Warm Leads

Free Training

Modern Tools

Hands-On Mentorship

Top Producer Rewards

Job summary

Stratford Davis, a fast-growing insurance and financial planning firm in San Antonio, TX, seeks driven professionals to join our team. You will speak with pre-screened clients, understand their goals, and offer tailored life insurance, IUL, and annuity solutions.

Flexible scheduling and warm leads support your autonomy and growth. You’ll work with experienced leaders, receive ongoing coaching, and access modern digital tools.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with the ability to work independently.
• Willingness to conduct remote and in-person client meetings.
• Ability to learn financial products and explain them clearly.

Responsibilities

• Collaborate with a team and engage with leaders to grow professionally.
• Conduct discovery conversations with pre-screened clients to uncover goals and coverage needs.
• Meet with prospective clients via video and phone in a consultative manner.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Design personalized insurance and financial protection plans for clients.
• Present proposals clearly to earn trust and build lasting relationships.

Skills

Communication

Relationship building

Consultative selling

Client education

Tools

Digital sales platforms

Job description

San Antonio, United States | Posted on 11/13/2026

We are a fast-growing insurance and financial planning firm known for our energy, supportive culture, and commitment to doing things the right way. Entrepreneur Magazine has recognized our workplace culture on two separate occasions, and our team members consistently give us strong reviews on Glassdoor and Indeed. Our steady growth has placed us on the Inc. 5000 list for six years in a row, and Forbes has featured our approach and leadership in the industry.

What You’ll Do

• You will join a motivated team that invests in your growth through ongoing coaching and skill development. Day to day, you will:
  
• Team Collaboration: Work side by side with experienced leaders in a positive, team-first setting.
  
• Discovery Conversations: Speak with pre-screened clients to understand their financial goals and the coverage they need.
  
• Remote Appointments: Meet with prospective clients by video and phone in a professional, consultative way.
  
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  
• Tailored Recommendations: Design insurance and financial protection plans that fit each client’s situation.
  
• Client Proposals: Present recommendations clearly and confidently to earn trust and build lasting relationships.
  

What Makes Us Different

• We believe in working smarter, not just harder. Here is what sets us apart:
  
• Flexible Schedule: Shape your own calendar, with most team members working 3 to 4 focused days per week.
  
• Warm Leads: No cold calling. You will work with a steady flow of interested, pre-qualified prospects.
  
• Free Training: Get unlimited access to online learning resources and live guidance from experienced professionals.
  
• Modern Tools: Use advanced digital sales platforms and in-house technology at no cost to you.
  
• Hands-On Mentorship: Build your skills through structured one-on-one coaching with seasoned industry leaders.
  
• Top Producer Rewards: Earn fully paid annual trips and conferences reserved for our highest performers.
  

Role Overview

• Product Focus: You will help clients protect their families and futures with Indexed Universal Life (IUL), annuities, and life insurance.
  
• Ideal Candidate: This role suits driven, self-starting people who want the independence of running their own business with the support of a proven, ready-made system.
  
• Compensation Structure: This is a commission-based position, so your earnings are tied directly to your performance and the results you produce.
  
• If you want to take charge of your career, earn without a ceiling, and make a real difference for families, we would love to hear from you.