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

Remote work from anywhere

Lead system access

Carrier product portfolios

Job summary

Stratford Davis LLC is seeking remote Insurance Agents to join a nationwide network. You will conduct virtual discovery to tailor life insurance, living benefits, and annuities, using CRM tools and digital channels to engage leads.

Ideal candidates are licensed Life & Health agents (or willing to obtain licensure), tech-fluent, and capable of delivering clear, actionable guidance in video consultations. This fully remote role offers autonomy and commission-based earnings with full system support.

Qualifications

• Licensed Life & Health agent or willing to obtain licensing.
• Able to host professional video consultations for clients.
• Strong written and verbal communication for virtual engagement.

Responsibilities

• Conduct virtual discovery to assess client needs and recommend insurance products.
• Engage inbound/outbound leads via CRM and digital channels.
• Build long-term relationships through empathetic virtual communication.
• Coordinate with carriers to streamline applications and issuance.
• Participate in daily virtual stand-ups and mentorship sessions.

Skills

Strong communication

Remote work discipline

Video consultations

Tech-fluent

Education

Life & Health license (or willing to obtain)

Tools

CRM tools

Video conferencing platforms

Job description

San Francisco, United States | Posted on 10/15/2026

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.