Associate Remote Insurance Advisor

Stratford Davis LLC; Kansas City (MO); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

4-day flexible schedule

Work from anywhere

Turnkey lead systems and top-tier port

Job summary

Stratford Davis LLC is hiring a fully remote Life & Health agent to conduct virtual discovery sessions and recommend life insurance products. You will engage leads via CRM and digital channels, building trusted relationships with clients across the globe.

Applicants should be licensed (or willing to become licensed), be tech-fluent, and skilled at translating complex financial concepts into simple steps. Remote work requires organization and self-motivation.

Qualifications

• Licensed Life & Health agent or willing to get licensed.
• Strong tech fluency and ability to host video consultations.
• Clear, empathetic communicator translating complex financial concepts.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance, living benefits, and guaranteed annuities.
• Engage inbound and outbound leads using integrated CRM and digital channels.
• Build long-term client trust through clear virtual communication.

Skills

Licensing (Life & Health)

Video consultations

Communication

Remote work discipline

Tools

CRM tools

Job description

Kansas City, 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 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.