Associate Remote Insurance Advisor

Stratford Davis LLC; New York (NY); Remote; USD 40,000 - 120,000; Full time

Job summary

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual consultations to assess client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.

Work fully remotely with flexible hours, engage leads via CRM and digital channels, and help clients understand complex options with clear communication. Training and mentorship are provided, with uncapped commissions and strong earning potential.

Qualifications

• Experience hosting virtual financial consultations.
• Ability to explain complex financial concepts clearly.
• Self-motivated with strong time-management in remote settings.

Responsibilities

• Conduct virtual discovery sessions to assess client needs and recommend Life Insurance, IUL, and Annuities.
• Engage inbound/outbound leads using CRM tools and digital channels.
• Build relationships through clear, empathetic virtual communication and trust.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with team in daily stand-ups and mentorship sessions.

Skills

Video consultations

Clear communication

Remote work

Client needs discovery

Tools

CRM software

Video conferencing

Job description

New York, 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.