Associate Remote Insurance Advisor

Stratford Davis LLC; Chicago (IL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible schedule

Remote work anywhere

Turnkey lead systems

Carrier product portfolios & benefits

Job summary

Stratford Davis LLC is seeking a tech-savvy Remote Insurance Agent to join our national network. You will conduct virtual discovery sessions, recommend life insurance and related products, and manage client relationships through digital channels.

This fully remote role offers autonomous scheduling, turnkey lead systems, and access to carrier portfolios, with professional growth paths and incentive travel opportunities.

Qualifications

• Licensed Life & Health agent or eligible to obtain license.
• Proficient with video consultations in a remote setting.
• Strong communication skills with ability to simplify complex concepts.

Responsibilities

• Conduct virtual financial discovery sessions to assess client needs and recommend life insurance, living benefits, and annuities.
• Engage inbound and outbound leads using integrated CRM tools and digital channels.
• Build long-term client relationships through clear, empathetic virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with teammates during daily virtual stand-ups and mentorship sessions.

Skills

Video consultations

Communication

CRM software

Self-motivation

Education

Licensed Life & Health agent (or eligible)

Tools

CRM tools

Job description

Chicago, United States | Posted on 10/22/2026

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.