Associate Remote Insurance Advisor

Stratford Davis; San Francisco (CA); Remote; USD 70,000 - 180,000; Full time

Benefits offered by this job

Flexible 4-day schedule

Remote work from anywhere

Commission-based earnings

Mentorship program

Job summary

Stratford Davis is hiring remote Insurance Agents to join a national network. You will conduct virtual discovery sessions, assess client needs, and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities. Use CRM tools to engage leads and build trust with clients from anywhere in the world.

You will educate clients, coordinate with carriers, and collaborate with the team in daily stand-ups. This fully remote role offers a performance-based commission model with high earning

Qualifications

• Ability to host energetic, professional video consultations.
• Translate complex concepts into simple steps.
• Organized self-starter in a remote setting.

Responsibilities

• Conduct virtual discovery sessions to assess client needs and recommend Life Insurance, IUL, and Annuities.
• Engage inbound/outbound leads via CRM and digital channels.
• Build relationships through empathetic virtual communication and long-term trust.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with team in daily stand-ups and mentorship sessions.

Skills

Tech-savvy

Video consultations

Clear communication

Remote work

Tools

CRM software

Job description

San Francisco, United States | Posted on 11/13/2026

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, Indexed Universal Life (IUL), and 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.

Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.

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

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.

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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.