Associate Remote Insurance Advisor

Stratford Davis LLC; Nashville (TN); Remote; USD 80,000 - 180,000; Full time

Benefits offered by this job

Training provided

Uncapped commissions

Job summary

Stratford Davis LLC is seeking a self-driven insurance sales professional to conduct virtual discovery sessions, educate clients, and present Life Insurance, IUL, and Annuities. You will leverage CRM tools to engage leads, translate complex concepts into clear guidance, and coordinate with carriers for smooth policy issuance.

The role emphasizes remote work with flexible hours, training, mentorship, and a commission-based compensation model offering high earning potential and autonomy.

Qualifications

• Experience hosting virtual financial discussions.
• Ability to translate complex concepts into actionable steps.
• Comfort working in a fully remote setup.

Responsibilities

• Conduct virtual discovery sessions to evaluate client needs and recommend Life Insurance, IUL, and Annuities.
• Utilize CRM tools and digital channels to engage inbound and outbound leads.
• Build relationships through clear, empathetic virtual communication.
• Sell, educate, and present to clients on Life Insurance, IUL, and Annuities.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with team during daily stand-ups and mentorship sessions.

Skills

Virtual consultations

Lead engagement

Relationship building

Communication

Sales presentations

Remote collaboration

Tools

CRM tools

Video conferencing

Job description

Nashville, United States | Posted on 11/07/2026

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 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.
• 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.