Remote Financial Protection Advisor

Stratford Davis LLC; Fresno (CA); Remote; USD 60,000 - 140,000; Full time

Benefits offered by this job

Direct lead access systems

Health benefit options

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC is seeking a fast-track remote Insurance Agent to join its growing sales division. The role involves presenting life insurance, IUL, and annuity strategies via live video, building client relationships, and guiding prospects from initial contact through underwriting and policy delivery.

The position is 100% remote with no fixed salary, offering commission-based compensation and opportunities for leadership as you grow.

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.

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.

Skills

Digital communication tools

CRM navigation

Video hosting platforms

Self-motivated

Lead generation

Remote work discipline

Tools

CRM software

Video conferencing tools

Live video platforms

Job description

Fresno, United States | Posted on 10/11/2026

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 Today

This 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.