Remote Financial Protection Advisor

Stratford Davis; Oklahoma; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

4‑day workweek options

100% remote position

Turnkey agency support

Job summary

Stratford Davis is seeking self-motivated individuals for a 100% remote, commission-based insurance sales role. A flexible 4-day workweek is offered with direct lead access and health benefit options, allowing you to work from home or anywhere globally.

The role focuses on selling life insurance, IUL, and annuities, using live video and digital platforms. You’ll manage full client pipelines and participate in ongoing coaching and strategy sessions to drive growth.

Qualifications

• Digital communication and CRM proficiency required.
• Self-motivation and focus for home-based work.
• Interest in pursuing agency leadership is a plus.

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 and delivery.
• Foster client loyalty with follow-ups and reviews.
• Attend daily training stand-ups and leadership coaching.

Skills

Digital communication

CRM navigation

Self-motivated

Leadership potential

Education

Licensed Life & Health Agent

Tools

CRM software

Video hosting platforms

Job description

Cleveland, 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.

Benefits

• 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.