Remote Financial Protection Advisor

Stratford Davis; San Diego (CA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Lead access

Health benefits

Elite coaching

Annual travel rewards

Job summary

Stratford Davis is seeking ambitious individuals for a 100% remote insurance agent role focusing on life, IUL, and annuity products. You will build connections, present customized strategies via live video, and manage pipelines from consultation to policy delivery.

The position emphasizes a four-day workweek, flexible location, and turnkey agency support, including lead access, health benefits, elite coaching, and annual travel rewards.

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing requirements.
• Proficient with digital communication tools and customer relationship management (CRM) systems.
• Self-starter capable of maintaining high focus and productivity in a remote, work-from-home role.

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.

Skills

Digital communication

CRM navigation

Self-motivation

Remote work

Education

Licensed Life & Health Agent

Pre-licensing ready/willing

Tools

CRM software

Video hosting tools

Job description

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.