Remote Life Insurance Strategy Specialist

Stratford Davis LLC; Indianapolis (IN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Introductions, Not Cold Lists

Calendar You Control

Digital course libraries and live-coah

Fully paid annual conferences and intl

Job summary

Stratford Davis LLC seeks a Remote Insurance Strategy Sales Representative to guide families in risk management and long-term planning, focusing on life insurance, IUL, and annuities. You will discuss client needs in discovery calls and design suitable options.

This high-commission, remote role emphasizes coaching, a pre-qualified pipeline, and opportunities for travel to conferences. You will build your own book while benefiting from mentorship and modern tech tools.

Qualifications

• Experience in life insurance sales and financial services.
• Strong communication and relationship-building skills.
• Comfort with a high-commission compensation structure.

Responsibilities

• Meet virtually with households to understand income, dependents, and priorities.
• Assess gaps in current protection and map coverage.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Design simple, client-aligned options matching timelines and risk tolerance.
• Walk clients through next steps and post-sale follow-up.
• Build and own a personal book with coaching support.

Skills

Sales experience

Life insurance knowledge

IUL knowledge

Annuities knowledge

Strong communication

Job description

Stratford Davis LLC seeks a Remote Insurance Strategy Sales Representative to guide families in risk management and long-term planning, focusing on life insurance, IUL, and annuities. You will discuss client needs in discovery calls and design suitable options.

This high-commission, remote role emphasizes coaching, a pre-qualified pipeline, and opportunities for travel to conferences. You will build your own book while benefiting from mentorship and modern tech tools.