Associate Remote Insurance Advisor

Stratford Davis LLC; Tampa (FL); Remote; USD 50,000 - 95,000; Full time

Benefits offered by this job

Schedule autonomy

Work from anywhere

Full system support

Professional growth

Job summary

Stratford Davis LLC is seeking a tech-savvy, licensed Life & Health agent for a fully remote role. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance products and living benefits.

The position emphasizes digital-first engagement with clients and a flexible schedule. Designed for self-motivated professionals, this role offers complete autonomy to design your week, work from anywhere, and leverage turnkey lead systems and top carrier portfolios to grow a

Qualifications

• Licensed Life & Health agent or currently completing licensing.
• Strong tech fluency for virtual sessions and digital tools.
• Excellent communication to explain complex financial concepts clearly.

Responsibilities

• Conduct virtual discovery sessions to assess client needs and recommend life insurance, living benefits, and annuities.
• Engage inbound/outbound leads via integrated CRM and digital channels.
• Build long-term client relationships through clear, empathetic virtual communication.

Skills

Video consultations

CRM tools

Remote communication

Organized

Education

Life & Health license (or in progress)

Job description

Tampa, United States | Posted on 11/01/2026

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.