Associate Remote Insurance Advisor

Stratford Davis LLC; New York (NY); Remote; USD 80,000 - 180,000; Full time

Job summary

Stratford Davis LLC is seeking licensed life & health professionals for fully remote client engagement. You will conduct virtual discovery sessions, assess client needs, and recommend insurance and annuity options while leveraging CRM tools to manage leads.

Successful candidates are tech-fluent, capable of presenting complex financial concepts clearly, and operate as organized self-starters in a remote setting.

Qualifications

• Licensed Life & Health agent or willingness to complete state licensing.
• Tech-fluent with ability to host energetic, professional video consultations.
• Ability to translate complex financial concepts into simple, actionable steps.
• Organized self-starter capable of navigating a remote work environment.

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 tools and digital channels.
• Build strong client relationships through clear, empathetic virtual communication and trust-building.
• Coordinate with carriers to streamline applications and policy issuance procedures.
• Collaborate with team members during daily virtual stand-ups and mentorship sessions.

Skills

Licensed life/health agent

Tech-savvy

Remote video calls

Strong communicator

Tools

CRM software

Job description

New York, 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.