Associate Remote Insurance Advisor

Stratford Davis LLC; San Francisco (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Work from anywhere

Full system support

Growth opportunities

Job summary

Stratford Davis LLC, based in San Francisco, CA, is seeking tech-savvy Remote Insurance Agents to join a national network. This fully remote role emphasizes video consultations and digital client engagement to provide life insurance and related products.

You’ll operate in a flexible, commission-based environment with strong system support. You should be licensed (Life & Health) or ready to complete licensing, and you will leverage turnkey lead systems and carrier portfolios to drive client

Qualifications

• Licensed Life & Health agent or willingness to obtain licensing.
• Tech-savvy with ability to host professional video consultations.
• Strong communication skills translating complex financial concepts into simple steps.

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 relationships through clear, empathetic virtual communication and maintain client trust.
• Coordinate with carriers to streamline client applications and policy issuance.
• Collaborate with team during daily virtual stand-ups and mentorship sessions.

Education

Life & Health license

Tools

CRM tools

Job description

San Francisco, United States | Posted on 10/25/2026

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.