Associate Remote Insurance Advisor

Stratford Davis LLC; New Haven (CT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible 4-day schedule

Remote work from anywhere

Turnkey lead systems

Top-tier carrier product portfolios

Incentive travel

Job summary

Stratford Davis LLC is seeking motivated Life & Health agents for a fully remote role. You will conduct virtual discovery, recommend life insurance products, and guide clients through the policy process with carriers.

This position offers a flexible 4-day schedule, the freedom to work from anywhere, turnkey lead systems, comprehensive carrier portfolios, and opportunities for leadership growth through an uncapped earning potential.

Qualifications

• Licensed Life & Health agent or in the process of obtaining licensing.
• Comfortable hosting professional virtual consultations and explaining complex financial concepts.
• Organized self-starter with ability to navigate a remote work environment.

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.

Skills

Licensed Life & Health Agent

Tech-savvy

Strong communicator

Remote work

Education

State Life & Health licensing (required or in progress)

Tools

CRM software

Video conferencing

Job description

New Haven, 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 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.