Associate Remote Insurance Advisor

Stratford Davis LLC; Philadelphia (Philadelphia County); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible 4-day schedule

Remote work from anywhere

Turnkey lead systems

Carrier product portfolios and group健康

Job summary

Stratford Davis LLC is seeking tech-savvy, licensed Life & Health agents to join our national remote network. You will conduct virtual discovery, recommend life insurance and annuities, and engage with leads via CRM tools and digital channels.

Ideal candidates are licensed (or eligible), fluent in virtual consultations, and adept at translating financial concepts into actionable steps. This fully remote role offers autonomy and a strong support system for growth.

Qualifications

• A licensed Life & Health agent or eligible for licensing in your state.
• Strong communication and virtual sales skills for remote clients.
• Experience with remote client consultations and digital engagement.

Responsibilities

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

Skills

Licensed Life & Health agent

Remote sales

Video consultations

Education

State life & health license or eligible

Tools

CRM software

Video conferencing

Job description

Philadelphia, United States | Posted on 10/15/2026

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.