Remote Financial Protection Advisor

Stratford Davis LLC; New York (NY); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Elite coaching

Annual travel rewards

Turnkey agency support

Job summary

Stratford Davis LLC is seeking ambitious professionals for a Fast-Track Remote Insurance Agent role. This 100% remote position focuses on selling life insurance products, IUL, and annuities via live video, while building and managing a client pipeline across regional markets.

You will participate in daily training, leadership coaching, and sales strategy workshops. The role offers location independence, comprehensive training, and potential for agency leadership with uncapped earning potential.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Proficient with digital communication tools and CRM.
• Self-starter capable of producing in a remote role.
• Desire to master insurance sales and lead agency roles.

Responsibilities

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

Skills

Licensed Life & Health Agent

CRM navigation

Video conferencing

Self-motivated

Leadership aspiration

Tools

CRM software

Job description

New York, United States | Posted on 11/02/2026

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.