Associate Remote Insurance Advisor

Stratford Davis LLC; Washington; Remoto; USD 80.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible 4-day schedule

Fully remote work

Turnkey lead systems

Group health benefits

Incentive travel

Descrizione del lavoro

Stratford Davis LLC in the United States seeks a licensed Life & Health agent for a fully remote role. You will conduct virtual discovery sessions, recommend life insurance and annuities, and engage clients via CRM tools and video consultations.

This position offers schedule autonomy with a flexible 4-day plan, full system support, and the potential for substantial commission-based income while working from home or anywhere globally.

Competenze

• Licensed Life & Health agent or willing to obtain licensing.
• Able to translate complex financial concepts into simple steps.

Mansioni

• Conduct virtual discovery sessions to evaluate client needs and recommend life insurance, living benefits, and annuities.
• Engage inbound and outbound leads using CRM tools and digital channels.
• Build long-term client trust through clear, empathetic virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.
• Participate in daily stand-ups and mentorship sessions with the team.

Conoscenze

Licensed Life & Health agent

CRM familiarity

Video conferencing

Strumenti

CRM software

Descrizione del lavoro

Washington, United States | Posted on 10/22/2026

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.