Associate Remote Insurance Advisor

Stratford Davis LLC; Houston (TX); Remote; USD 60,000 - 180,000; Full time

Benefits offered by this job

Schedule autonomy

Global mobility

Turnkey lead systems

Incentive travel

Job summary

Stratford Davis LLC in Houston, TX is seeking tech-savvy Remote Insurance Agents to join our national network. This fully remote role centers on helping families access life insurance, living benefits, and guaranteed annuities through virtual sessions.

You will use CRM tools, engage leads, and collaborate with carriers to streamline applications. A licensing-ready candidate is expected, with strong communication skills and the ability to manage relationships entirely online.

Qualifications

• Licensed Life & Health agent or willing to complete state licensing.
• Tech-fluent and capable of hosting professional video consultations.
• Strong communicator who explains complex financial concepts clearly.
• Organized self-starter comfortable with remote work.

Responsibilities

• Conduct virtual discovery sessions to assess client needs and recommend life insurance and annuities.
• Use CRM tools and digital channels to engage inbound/outbound leads.
• Build lasting client relationships through empathetic virtual communication.
• Coordinate with carriers for timely applications and policy issuance.
• Participate in daily virtual stand-ups and mentorship sessions.

Skills

Licensed agent

Tech-fluent

Virtual consultations

Remote work

Tools

CRM tools

Video conferencing

Job description

Houston, United States

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.