Associate Remote Insurance Advisor

Stratford Davis LLC; Cincinnati (OH); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Mobility freedom

System support

Professional growth

Job summary

Stratford Davis LLC in Cincinnati, United States is seeking tech‑savvy Remote Insurance Agents to join our national network. You will conduct virtual discovery sessions, recommend life insurance products, and engage clients through digital channels, with turnkey lead systems and strong carrier support.

This fully remote role offers schedule autonomy, mobility to work from anywhere, and a commission-based income with professional growth through mentorship and agency expansion opportunities.

Qualifications

• Licensed Life & Health agent or willing to complete state licensing.
• Tech-fluent with ability to host energetic video consultations.
• Natural communicator who explains complex financial concepts simply.
• Organized self-starter capable of thriving in a remote work environment.

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

Skills

Licensed Life & Health agent

Video consultations

CRM tools

Remote work

Organized self-starter

Tools

CRM tools

Job description

Cincinnati, United States | Posted on 10/19/2026

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.