Remote Financial Protection Advisor

Stratford Davis LLC; New Haven (CT); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Health benefit options

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC in New Haven, CT, invites ambitious self-starters to join its Fast-Track Remote Insurance Agent program. This fully remote role offers location independence, 4‑day workweek options, and turnkey agency support to help you build a profitable client base across regional markets.

You will present life insurance products via live video, manage pipelines from consult to underwriting, and participate in daily training and leadership coaching.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Proficient with digital communication tools, CRM, and live video.
• Self-starter able to maintain focus and productivity remotely.
• Interest in agency leadership.

Responsibilities

• Build connections with prospective clients via digital platforms.
• Present life insurance, IUL, and annuities via live video.
• Manage client pipelines from consultation to underwriting.
• Conduct regular follow-ups and annual reviews.
• Attend daily trainings, coaching, and strategy workshops.

Skills

Digital communication

CRM navigation

Video conferencing

Education

Licensed Life & Health Insurance Agent

Tools

CRM software

Job description

New Haven, United States | Posted on 10/28/2026

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.