Remote Financial Protection Advisor

Stratford Davis LLC; San Antonio (TX); Remote; USD 60,000 - 130,000; Full time

Benefits offered by this job

4-day workweek

Remote position

Agency support

Health benefits

Elite coaching

Annual travel rewards

Job summary

Stratford Davis LLC in the United States seeks a Fast-Track Remote Insurance Agent to join its expanding remote sales team. This role emphasizes complete location independence and rapid growth.

Present life insurance, IUL, and annuity strategies via live video, build client pipelines, and guide clients from initial consultation through underwriting to policy delivery. A licensed Life & Health Agent is preferred or you are willing to complete pre-licensing, with flexible 4-day weeks, 100% remote

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Proficient with digital tools, CRM navigation, and live video hosting.
• Self-starter capable of remote independence and high productivity.
• Interest in mastering insurance sales and potential agency leadership.

Responsibilities

• Build connections with prospective clients across regional markets using 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 loyalty with regular follow-ups and annual reviews.
• Participate in daily training, leadership coaching, and sales strategy sessions.

Skills

Licensed Life & Health Agent

CRM navigation

Digital communication tools

Video hosting

Self-motivated

Leadership potential

Tools

CRM software

Video conferencing platforms

Live video hosting tools

Job description

San Antonio, 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 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.