Associate Remote Insurance Advisor

Stratford Davis LLC; California; À distance; USD 40 000 - 120 000; Plein temps

Avantages offerts par ce poste

Schedule autonomy

Work from anywhere

Turnkey lead systems

Carrier product portfolios

Résumé du poste

Stratford Davis LLC in the United States is seeking licensed Life & Health agents who can work remotely and build a national client base through virtual sessions. This role emphasizes self-motivation, remote communication, and a strong understanding of life insurance products.

Enjoy schedule autonomy with a flexible 4-day active workweek, turnkey lead systems, and access to carrier product portfolios. The position supports remote work from anywhere, with ongoing mentorship and growth

Qualifications

• Licensed Life & Health agent or willing to obtain license.
• Strong ability to host professional video consultations.
• Excellent remote communication and explanation of financial concepts.
• Organized self-starter capable of productive remote work.

Responsabilités

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

Connaissances

Tech-savvy

Video consultations

Remote work

Communication

Formation

Life & Health license

Outils

CRM tools

Description du poste

San Diego, United States | Posted on 10/17/2026

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 Independence

This 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.