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 worldwide

Growth opportunities

Job summary

Stratford Davis LLC is seeking a results-driven insurance sales professional for a fully remote role. You will conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, IUL, and Annuities, using CRM tools and video consultations.

You will build lasting client relationships through clear, empathetic communication and work in a remote environment with flexible hours and a four-day active schedule, while collaborating with the team in daily stand-ups and

Qualifications

• Experience hosting virtual consultations.
• Ability to translate complex financial concepts into simple steps.
• Comfort working in a remote environment with flexible hours.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, Indexed Universal Life (IUL), and 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.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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.

Skills

Virtual consultations

CRM tools

Client relationship

Explain financial concepts

Tools

CRM software

Video conferencing

Job description

Chicago, United States | Posted on 11/07/2026

Primary Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, Indexed Universal Life (IUL), and 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.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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

• 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.
• 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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.