Remote Financial Protection Advisor

Stratford Davis LLC; Charlotte (NC); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Elite coaching

Annual travel rewards

4-day workweek options

Work from anywhere

Job summary

Stratford Davis LLC is seeking ambitious candidates for a 100% remote Insurance Agent role, selling life, IUL, and annuities with turnkey agency support and elite coaching. Build your client base across regional markets from home or anywhere globally, with daily stand-ups and leadership training.

This fast-track remote sales opportunity offers commission-based earning with no salary ceilings, plus annual travel rewards and health benefits.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Proficient with digital communication tools, CRM, and virtual video hosting.
• Self-starter who thrives in a work-from-home role.
• Interest in agency leadership potential.

Responsibilities

• Build connections with prospective clients across regional markets using digital platforms.
• Present customized life insurance, 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.

Skills

Licensed Life & Health Agent

CRM proficiency

Video conferencing

Self-motivated

Tools

CRM navigation

Live video hosting

Job description

Charlotte, United States

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.