Associate Remote Insurance Advisor

Stratford Davis LLC

Portland (ME)

Remote

USD 60,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

4-day work week
Remote work from anywhere
Lead systems
Carrier product portfolios
Group health benefits
Incentive travel

Job summary

Stratford Davis LLC.hr is seeking a tech-savvy remote Insurance Agent to join our national network from Portland, ME. You will conduct virtual discovery sessions, recommend life insurance and annuities, and manage client relationships entirely online.

We offer a flexible 4-day active schedule, the freedom to work from anywhere, turnkey lead systems, and carrier product portfolios with group health benefits and travel incentives. This role emphasizes independent drive and professional growth.

Qualifications

  • Licensed Life & Health agent (or able to complete state licensing).
  • Demonstrated ability to host energetic, professional video consultations.
  • Strong communication skills translating complex financial concepts.

Responsibilities

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

Skills

Tech-fluent
Strong communicator
Video consultations

Education

Life & Health license

Tools

CRM software

Job description

Portland, United States | Posted on 10/22/2026

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 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.

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