Associate Remote Insurance Advisor

Zohorecruit; Houston (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

4-day schedule

Remote work

Lead systems

Carrier portfolios

Incentive travel

Job summary

Stratford Davis is seeking tech-savvy Remote Insurance Agents to join a national network. The role involves conducting virtual discovery sessions, recommending life insurance and related products, and coordinating with carriers to streamline applications.

Ideal candidates are licensed Life & Health agents (or willing to obtain), with strong communication skills and proficiency with video consultations in a remote work setup.

Qualifications

• Licensed Life & Health agent or willing to complete state licensing.
• Tech-fluent and able to host energetic, professional video consultations.
• Natural communicator who translates complex financial concepts into simple steps.
• Organized self-starter comfortable with remote work.

Responsibilities

• Conduct virtual financial discovery sessions to assess client needs and recommend life insurance, living benefits, and guaranteed annuities.
• Engage inbound and outbound leads using integrated CRM tools and digital channels.
• Build relationships through clear, empathetic virtual communication and maintain long-term client trust.
• Coordinate with insurance carriers to streamline client applications and policy issuance procedures.
• Collaborate with team during daily virtual stand-ups and mentorship sessions.

Skills

Video consultations

Remote work

Communication

Licensing (Life & Health)

CRM tooling

Education

Life & Health license (or willingness to obtain)

Tools

CRM software

Job description

Houston, United States | Posted on 10/09/2026

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 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.