Associate Remote Insurance Advisor

Stratford Davis LLC; Jacksonville (FL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

4-day workweek

Remote work from anywhere

Turnkey lead systems

Group health benefits

Incentive travel

Growth opportunities

Job summary

Zohorecruit is seeking a licensed Life & Health agent for a fully remote role based in Jacksonville, FL. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities.

You will engage leads via CRM tools and digital channels, build strong relationships through empathetic virtual communication, coordinate with carriers, and collaborate with your team in daily stand-ups and mentorship sessions.

Qualifications

• Licensed Life & Health agent or in the process of obtaining licensing.
• Tech-fluent with ability to host professional video consultations.
• Able to translate complex financial concepts into simple actionable steps.
• Organized self-starter capable of remote work.

Responsibilities

• Conduct virtual discovery sessions to evaluate client needs and recommend products.
• Engage inbound and outbound leads using CRM tools and digital channels.
• Build long-term client relationships through clear virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with the team during daily stand-ups and mentorship sessions.

Job description

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

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.