Remote Financial Protection Advisor

Stratford Davis LLC; San Jose (CA); À distance; USD 50 000 - 100 000; Plein temps

Avantages offerts par ce poste

Direct lead access systems

Health benefit options

Elite coaching

Annual travel rewards

Résumé du poste

Stratford Davis LLC is seeking ambitious remote insurance sales professionals to represent core financial protection products from anywhere in the United States. You will build client relationships, present life insurance, IUL and annuity solutions via live video, and manage the full sales pipeline from consultation to policy delivery.

This 100% remote role offers unlimited earning potential, daily training, and access to turnkey agency support, including direct lead systems, health benefits,

Qualifications

• Licensed Life & Health Agent or willing to complete pre-licensing.
• Proficiency with digital communication tools, CRM navigation, and virtual video hosting.
• Self-starter able to maintain focus and production in a work-from-home role.
• Interest in agency leadership and long-term sales growth.

Responsabilités

• 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 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.

Connaissances

Licensed Life & Health Agent

Digital communication tools

CRM navigation

Video hosting

Self-motivated

Outils

CRM software

Video conferencing tools

Description du poste

San Jose, United States | Posted on 10/13/2026

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
• 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.