Associate Remote Insurance Advisor

Stratford Davis LLC; Florida; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Group health benefits

Incentive travel

Turnkey lead systems

Job summary

Stratford Davis LLC is seeking a tech-savvy Remote Insurance Agent to join our national network. In this fully remote role, you will conduct virtual discovery sessions and recommend life insurance products and guaranteed annuities, using CRM tools to manage leads and policy issuance.

This position offers schedule autonomy, work-from-home flexibility, and a commission-based structure with incentive travel and group health benefits.

Qualifications

• Licensed Life & Health agent or willing to obtain license.
• Experience hosting professional video consultations.
• Ability to explain complex financial concepts clearly and empathetically.

Responsibilities

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

Skills

Tech-savvy

Strong communication

Remote work capable

Video consultations

Education

Licensed Life & Health agent

Job description

Charlotte, United States | Posted on 11/01/2026

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.