Associate Remote Insurance Advisor

Stratford Davis LLC; Boston (MA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible 4-day schedule

Remote work from anywhere

Turnkey lead systems

Group health benefits

Incentive travel

Job summary

Stratford Davis LLC in Boston, MA, is seeking tech-savvy remote Insurance Agents to join a national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and annuities using CRM tools and digital channels.

The role offers schedule autonomy, work-from-anywhere freedom, turnkey lead systems, and a clear path to growth within a supportive team.

Qualifications

• Licensed Life & Health agent (or eligible to complete state licensing).
• Tech-fluent with ability to host professional video consultations.
• Clear, empathetic communicator translating complex financial concepts into actionable steps.
• Organized self-starter capable of navigating a remote work environment efficiently.

Responsibilities

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

Skills

Tech-fluent

Strong communicator

Remote work self-starter

Education

Life & Health Agent license (or eligible)

Tools

CRM software

Job description

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

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.