Associate Remote Insurance Advisor

Stratford Davis LLC; Austin (TX); Remote; USD 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Turnkey lead systems

Carrier product portfolios

Group health benefits

Incentive travel

Flexible 4-day schedule

Zusammenfassung

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join our national network. Work from anywhere, hosting virtual consultations to assess client needs and propose life insurance, living benefits, and guaranteed annuities.

You’ll use an integrated CRM and digital channels to engage leads, build lasting client relationships, and coordinate carrier partnerships. This fully remote role offers schedule autonomy, global mobility, strong system support, and clear paths for

Qualifikationen

• Licensed Life & Health agent (or ready to complete state licensing).
• Tech-fluent with the ability to host energetic, professional video consultations.
• Clear, empathetic communicator translating complex financial concepts into simple steps.
• Organized self-starter able to navigate a remote work environment.

Aufgaben

• 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 applications and policy issuance procedures.
• Collaborate with team members during daily virtual stand-ups and mentorship sessions.

Kenntnisse

Video consultations

Remote communication

CRM tools

Virtual communication

Ausbildung

Life & Health license

Tools

CRM systems

Video conferencing

Jobbeschreibung

Austin, United States | Posted on 10/13/2026

Step into the future of financial services with Stratford Davis. We are modernizing how families access crucial financial protection tools, and we are looking for tech-savvy Remote Insurance Agents to join our national network. If you thrive in a digital-first environment and love helping people, this is your home.

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.