Associate Remote Insurance Advisor

Stratford Davis LLC; Portland (OR); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Total mobility

Full system support

Professional growth

Independent earning potential

Job summary

Stratford Davis LLC is seeking remote Insurance Agents across the United States to join our national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance and related products. Utilize CRM tools to engage leads and build lasting relationships while working fully remotely.

Candidates should be licensed Life & Health agents or be ready to complete licensing. A tech-fluent communicator who can explain complex concepts clearly will thrive in this

Qualifications

• Licensed Life & Health agent or eligible for licensing.
• Tech-fluent with ability to host video consultations.
• Strong communicator who translates complex concepts clearly.
• Organized self-starter capable of remote work.

Responsibilities

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

Skills

Tech fluency

Communication

Remote work

Education

Life & Health license

Licensing in progress

Tools

CRM tools

Job description

Portland, 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 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.