Associate Remote Insurance Advisor

Stratford Davis LLC; Pennsylvania; Remote; USD 70,000 - 150,000; Full time

Benefits offered by this job

Schedule autonomy

Total mobility

Full system support

Professional growth

Unlimited earning potential

Job summary

Stratford Davis is seeking licensed Life & Health agents to join a fully remote national network. You will conduct virtual discovery sessions, recommend insurance products, and manage leads through CRM tools. Enjoy a flexible 4-day active schedule and the freedom to work from home or anywhere globally.

This role emphasizes expert communication, rapid licensing where needed, and collaboration through daily stand-ups and mentorship sessions to grow your agency and earnings.

Qualifications

• Licensed Life & Health agent (or willing to obtain license).
• Tech-fluent with ability to host energetic, professional video consultations.
• Strong communicator who translates complex financial concepts into simple steps.

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 CRM tools and digital channels.
• Build relationships through empathetic virtual communication and maintain long-term client trust.
• Coordinate with insurance carriers to streamline application and policy issuance.
• Collaborate with team during daily virtual stand-ups and mentorship sessions.

Skills

Tech-fluent

Video consultations

Remote work

Education

Life & Health licensing

Tools

CRM software

Job description

Philadelphia, 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, 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.