Associate Remote Insurance Advisor

Stratford Davis LLC; Austin (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Remote work from anywhere

Commission-based earnings

Job summary

Stratford Davis LLC is seeking a remote Life & Health agent to assess client needs and tailor life insurance and annuity solutions via virtual consultations.

You will engage leads through CRM tools, translate complex concepts into actionable steps, and build lasting client relationships from a home office. Licensing is required or in progress, with a commission-driven compensation plan and growth opportunities.

Qualifications

• Must be a licensed Life & Health agent or willing to complete licensing.

Responsibilities

• Conduct virtual discovery sessions to evaluate client needs and recommend life insurance, living benefits, and guaranteed annuities.
• Utilize integrated CRM tools and digital channels to engage inbound and outbound leads.
• Build relationships through clear, empathetic virtual communication to maintain client trust.
• Coordinate with insurance carriers to streamline applications and policy issuance procedures.
• Collaborate with team during daily virtual standups and mentorship sessions.

Skills

Tech-savvy

Virtual consultations

Client communication

Self-starter

Tools

CRM tools

Job description

Austin, United States | Posted on 10/28/2026

Primary Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance, living benefits, and guaranteed annuities.
• Utilize integrated CRM tools and digital communication channels to engage inbound and outbound leads.
• Build strong relationships through clear, empathetic virtual communication, maintaining long-term client trust.
• Coordinate with insurance carriers to streamline client application and policy issuance procedures.
• Collaborate with team members during daily virtual stand-ups and interactive mentorship sessions.

Who You Are

• A licensed Life & Health agent (or ready to complete state licensing).
• Tech-fluent, with proven ability to host energetic, professional video consultations.
• A natural communicator who translates complex financial concepts into simple, actionable steps.
• A organized self-starter capable of navigating a remote work environment efficiently.

Why Join Us?

• Schedule Autonomy:Design your workweek using our flexible 4-day active schedule.
• Total Mobility:Complete operational freedom—work from home or anywhere on the globe.
• Full System Support:Access turnkey lead systems, top-tier carrier product portfolios, group health benefits, and incentive travel.
• Professional Growth:Structured paths for team leadership and agency expansion.
• Claim Your IndependenceThis fully remote role operates on a performance-based commission model, placing complete control of your financial growth directly in your hands. With unlimited earning potential, full schedule ownership, and world-class system support, you can build a sustainable, high-income business from anywhere you choose.