Remote Financial Protection Advisor

Stratford Davis LLC; Billings (MT); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

4-day workweek options

Remote work from anywhere

Direct lead access systems

Health benefit options

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC is expanding its remote sales division and seeking ambitious Life & Health agents to deliver personalized insurance and retirement solutions through live video.

This 100% remote role offers flexible mobility and direct lead access to fuel rapid growth.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing requirements.
• Proficiency with digital communication tools and CRM navigation.
• Ability to work independently in a remote, high-output environment.
• Interest in leadership opportunities within an agency.

Responsibilities

• Build connections with prospective clients across regional markets via digital platforms.
• Present life insurance, IUL, and annuity strategies through live video.
• Manage client pipelines from consultation to underwriting and policy delivery.
• Foster long-term client loyalty with regular follow-ups and annual reviews.
• Attend daily training stand-ups, leadership coaching, and sales strategy workshops.

Skills

CRM navigation

Digital communication

Self-motivation

Leadership potential

Education

Life & Health insurance license (or pre-licensing)

Tools

Video hosting platforms

Job description

Billings, United States | Posted on 10/15/2026

Join Stratford Davis | Fast-Track Remote Insurance Agent

Are you looking for a career with high growth potential, complete location independence, and team leadership opportunities? Stratford Davis is expanding its remote sales division and looking for ambitious candidates to represent our core financial protection products.

Primary Responsibilities

• Build connections with prospective clients across regional markets using digital platforms.
• Present customized life insurance, Indexed Universal Life (IUL), and annuity strategies via live video.
• Manage client pipelines from initial consultation through underwriting and policy delivery.
• Cultivate long-term client loyalty through regular follow-ups and annual coverage reviews.
• Engage in daily training stand‑ups, leadership coaching, and sales strategy workshops.

Qualifications

• Licensed Life & Health Agent (or willing to complete pre-licensing requirements).
• High proficiency in digital communication tools, CRM navigation, and virtual video hosting.
• Self-starter capable of maintaining high focus and production in a work-from-home role.
• Strong desire to master insurance sales and potentially step into agency leadership.

Flexible Operational Model:4-day workweek options designed around high efficiency.

Total Mobility:100% remote position—work from home or anywhere globally.

Turnkey Agency Support:Direct lead access systems, health benefit options, elite coaching, and annual travel rewards.

Build Your Future TodayThis is a 100% remote, commission-based role built for self-motivated individuals who want to take control of their career trajectory. With unlimited earning potential, zero salary ceilings, and full location freedom, your effort directly governs your financial growth.