Associate Remote Insurance Advisor

Stratford Davis; Cincinnati (OH); Remote; USD 60,000 - 130,000; Full time

Benefits offered by this job

Flexible schedule

Remote work from anywhere

Growth opportunities

Job summary

Stratford Davis is hiring remote Insurance Agents to join a national network. You will conduct virtual discovery sessions, recommend Life Insurance, IUL, and Annuities, and engage clients through CRM tools and digital channels.

This fully remote role emphasizes autonomy, uncapped commissions, and mentorship. You will design your own schedule and operate globally, with ongoing training and a support system from the company.

Qualifications

• Proven ability to host professional video consultations.
• Strong communication to translate complex financial concepts.
• Organized and capable of thriving in a remote setting.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, IUL, and Annuities.
• Engage inbound/outbound leads via CRM tools and digital channels.
• Build relationships through clear, empathetic virtual communication and long-term client trust.
• Sell and present Life Insurance, IUL, and Annuities to clients.

Skills

Video consultations

Remote work

Client discovery

Excellent communication

Tools

CRM software

Job description

Cincinnati, United States | Posted on 11/10/2026

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, 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 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.

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.