Associate Remote Insurance Advisor

Stratford Davis LLC; Fresno (CA); Remote; USD 70,000 - 130,000; Full time

Benefits offered by this job

Flexible schedule

Fully remote work

Turnkey lead systems

Group health benefits

Incentive travel

Job summary

Stratford Davis LLC is seeking a licensed Life & Health agent to conduct virtual discovery sessions and recommend life insurance, living benefits, and annuities. You will engage leads via CRM tools and digital channels, building long-term client trust through empathetic video consultations.

The role offers flexible scheduling, complete mobility—work from home or anywhere globally—and turnkey lead systems with top carrier portfolios, plus group health benefits and incentive travel.

Qualifications

• Must be licensed or willing to complete state licensing.
• Experience hosting energetic, professional video consultations.
• Ability to translate complex financial concepts into simple steps.
• Organized self-starter for remote work environments.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance and living benefits.
• Engage inbound and outbound leads using integrated CRM tools and digital channels.
• Build strong client relationships through empathetic virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.

Skills

Licensed Life & Health agent

Video consultations

CRM proficiency

Strong communicator

Tools

CRM software

Job description

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

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 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.