Associate Remote Insurance Advisor

Stratford Davis LLC; St. Louis (MO); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Turnkey lead systems

Group health benefits

Incentive travel

Remote work from anywhere

Professional growth paths

Job summary

Stratford Davis LLC in St. Louis, MO is seeking a licensed Life & Health agent for a fully remote role focused on virtual financial discovery, insurance recommendations, and coordinated policy issuance.

You will engage inbound and outbound leads via CRM tools, translate complex concepts into actionable steps, and work with a top-tier carrier portfolio. The position offers complete schedule ownership, global work flexibility, and generous commission-based earnings.

Qualifications

• Must be licensed Life & Health agent or eligible to obtain licensing.
• Proven ability to host energetic, professional video consultations.
• Strong communicator who explains complex financial concepts clearly.
• Self-motivated, organized, and capable of thriving in a remote environment.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs.
• Use CRM tools and digital channels to engage leads.
• Build relationships through empathetic virtual communication for long-term trust.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with team during daily stand-ups and mentorship sessions.

Skills

Video consultations

CRM proficiency

Client communication

Remote work discipline

Education

Licensed Life & Health agent

Tools

CRM software

Job description

St. Louis, United States | Posted on 10/13/2026

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.