Associate Remote Insurance Advisor

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

Benefits offered by this job

4-day workweek

Remote work anywhere

Turnkey lead systems

Carrier product portfolios

Incentive travel

Job summary

Stratford Davis LLC in the United States is seeking tech-savvy Remote Insurance Agents to join our national network. If you thrive in a digital-first environment and enjoy helping families, this is your home.

As a licensed Life & Health agent (or ready to license), you will conduct virtual discovery sessions, recommend life insurance products, and coordinate with carriers to streamline applications and policy issuance.

Qualifications

• Licensed Life & Health agent or actively pursuing licensure.
• Tech-fluent with ability to host video consultations.
• Able to translate complex financial concepts into simple steps.
• Organized self-starter thriving in a remote setup.

Responsibilities

• Conduct virtual financial discovery to evaluate client needs and recommend life insurance, living benefits, and guaranteed annuities.
• Engage inbound/outbound leads via integrated CRM and digital channels.
• Build relationships through clear, empathetic virtual communication to maintain long-term client trust.
• Coordinate with carriers to streamline applications and policy issuance procedures.
• Collaborate with team during daily virtual stand-ups and mentorship sessions.

Skills

Licensed Life & Health agent

Tech-fluent

Clear communicator

Remote work ready

Tools

CRM software

Job description

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, 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.