Associate Remote Insurance Advisor

Stratford Davis LLC; Philadelphia (Philadelphia County); À distance; USD 60 000 - 100 000; Plein temps

Avantages offerts par ce poste

Schedule Autonomy

Total Mobility

Turnkey Lead Systems

Carrier Portfolios

Résumé du poste

Stratford Davis LLC in the United States is seeking tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual financial discovery sessions and recommend life insurance, living benefits, and guaranteed annuities to families, using integrated CRM tools and digital channels.

This fully remote role offers schedule autonomy, complete mobility—work from home or anywhere—turnkey lead systems, top-tier carrier portfolios, and a performance-based commission model to build

Qualifications

• Licensed Life & Health Agent or willing to obtain licensing.
• Tech-fluent with ability to host video consultations.
• Excellent communicator translating complex financial concepts.
• Comfortable working remotely and managing this process independently.

Responsabilités

• 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 mentorship sessions.

Connaissances

Licensed Life & Health Agent

Remote work

Video consultations

CRM tools

Lead generation

Outils

CRM tools

Description du poste

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.