Associate Remote Insurance Advisor

Stratford Davis; Milwaukee (WI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Operate from anywhere

Mentorship and growth

Job summary

Stratford Davis, a modern financial services company, seeks tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual discovery sessions, recommend Life Insurance, IUL, and Annuities, and manage client relationships entirely remotely.

You can design your own schedule with a 4-day active framework and work from home or anywhere globally. Training is provided with mentorship, and commissions are uncapped, offering high earning potential and system support.

Qualifications

• Tech-fluent with ability to host energetic, professional video consultations.
• Clear communicator who translates complex financial concepts into simple steps.
• Organized self-starter capable of navigating a remote work environment efficiently.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, IUL, and 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.
• Sell, educate, and present to clients on Life Insurance, IUL, and Annuities.
• 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.

Skills

Tech-fluent

Video consultations

Clear communication

Self-starter

Remote work

Tools

CRM tools

Job description

Milwaukee, 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, Indexed Universal Life (IUL), and 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.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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

• 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.
• 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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.