Associate Remote Insurance Advisor

Stratford Davis LLC; Tampa (FL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule Autonomy

Remote work from anywhere

Turnkey lead systems

Carrier product portfolio access

Group health benefits

Incentive travel

Job summary

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join a national network. The role emphasizes virtual discovery sessions, CRM-driven engagement, and seamless coordination with carriers, all from a remote setting.

You’ll translate complex financial concepts into simple actions, host professional video consultations, and thrive in a digital-first environment with flexible scheduling and strong system support.

Qualifications

• 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.
• An organized self-starter capable of navigating a remote work environment efficiently.

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.

Skills

Tech-fluent

Video consultations

Clear communication

Remote self-start

Education

Life & Health licensing (or ability to obtain)

Tools

CRM software

Video conferencing tools

Job description

Tampa, 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.