Associate Remote Insurance Advisor

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Global mobility

Turnkey lead systems

Career growth

Job summary

Stratford Davis LLC is recruiting remotely for licensed Life & Health agents to join a national network. You will conduct virtual discovery sessions, tailor life insurance solutions, and manage client relationships through digital channels while working from a home or remote setting.

Ideal candidates are tech-fluent, capable of hosting professional video consultations, and able to translate complex financial concepts into clear steps.

Qualifications

• Licensed Life & Health agent (or able to obtain license).
• Proficient with video consultations and digital communication.
• Strong written and spoken communication, able to simplify complex financial concepts.

Responsibilities

• Conduct virtual financial discovery sessions to assess client needs and recommend life insurance and related products.
• Utilize CRM tools and digital channels to engage inbound and outbound leads.
• Build and nurture client relationships through clear virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.
• Participate in daily virtual standups and mentorship sessions.

Skills

Tech fluency

Effective communicator

Remote work experience

Video consultations

Education

Life & Health license

Tools

CRM tools

Job description

Phoenix, United States | Posted on 10/13/2026

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 standups 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 Independence

This 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.