Associate Remote Insurance Advisor

Stratford Davis; Town of Newark (WI); Remote; USD 50,000 - 150,000; Full time

Benefits offered by this job

Schedule Autonomy

Total Mobility

Professional Growth

Job summary

Stratford Davis is seeking a tech-savvy Remote Insurance Agent to join our national network. You will conduct virtual discovery sessions and present Life Insurance, IUL, and Annuities to clients. Work from anywhere with flexible hours and an uncapped commission model, supported by a robust CRM and mentorship.

Ideal candidates are fluent in digital communication, can translate complex concepts, and manage a remote schedule efficiently while building long-term client relationships.

Qualifications

• Ability to host professional video consultations.
• Translate complex financial concepts into simple steps.
• Self-starter capable of remote work.

Responsibilities

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

Skills

Tech-fluent

Strong communicator

Remote work organized

Tools

CRM tools

Job description

Newark, 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.
• An 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.