Remote Financial Protection Advisor

Stratford Davis LLC; New York (NY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health benefit options

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC is seeking a remote Insurance Agent to drive sales of life insurance, IUL, and annuities across regional markets. You will present via live video, manage client pipelines from consult to policy delivery, and join daily training and leadership coaching sessions in a fully remote setup.

The role offers a 4-day workweek option, unlimited earning potential through commissions, and turnkey agency support with direct lead access and travel rewards.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Proficient with digital tools, CRM, and virtual video hosting.
• Self-motivated with ability to work from home and stay focused.
• Interested in agency leadership and sales growth.

Responsibilities

• Build connections with prospective clients across regional markets via digital platforms.
• Present life insurance, IUL, and annuity strategies via live video.
• Manage client pipelines from consultation to underwriting and policy delivery.
• Engage in ongoing training and leadership coaching.

Skills

Digital communication

CRM navigation

Video hosting

Self-starter

Leadership interest

Tools

CRM software

Job description

New York, 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.