Remote Financial Protection Pro — 4-Day Week, 100% Remote

Stratford Davis

San Diego (CA)

Remote

USD 50,000 - 120,000

Full time

2 days ago
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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

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.

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