Remote Life Insurance Strategy Advisor

Stratford Davis LLC; Jacksonville (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Insurance Strategy Sales Representative to engage families virtually in Life Insurance, Indexed Universal Life (IUL), and Annuities. You will run discovery calls, map coverage gaps, and design options aligned with each client’s timeline and risk tolerance.

The role emphasizes independence, client care, and a pay structure based on commissions with no artificial cap. You’ll work with pre-qualified prospects and manage your own calendar to maximize

Qualifications

• Independent, coachable professionals who want ownership of their book.
• Willingness to engage in remote client conversations and guidance.

Responsibilities

• Discovery Calls: Meet virtually with households to understand income, dependents, and long-term priorities.
• Coverage Mapping: Compare current protection against gaps leaving a family exposed.
• Product Conversations: Educate clients on Life Insurance, IUL, and Annuities.
• Recommendation Design: Build straightforward options matching timelines and risk comfort.
• Follow-Through: Lead clients through next steps and assist after paperwork.

Skills

Life Insurance

Indexed Universal Life (IUL)

Annuities

Job description

Stratford Davis LLC is seeking a Remote Insurance Strategy Sales Representative to engage families virtually in Life Insurance, Indexed Universal Life (IUL), and Annuities. You will run discovery calls, map coverage gaps, and design options aligned with each client’s timeline and risk tolerance.

The role emphasizes independence, client care, and a pay structure based on commissions with no artificial cap. You’ll work with pre-qualified prospects and manage your own calendar to maximize