Remote Insurance Advisor — 4-Day Week, Unlimited Earning Potential

Stratford Davis LLC; San Diego (CA); Remote; USD 60,000 - 180,000; Full time

Benefits offered by this job

Schedule autonomy

Global remote work

Mentorship

Uncapped commissions

Job summary

Stratford Davis LLC in San Diego, CA is seeking remote Insurance Agents to join our national network. Conduct virtual discovery sessions to assess client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.

Engage inbound and outbound leads using integrated CRM and digital channels. This fully remote role offers schedule autonomy with a flexible 4‑day week, global work location, and uncapped commissions.

Qualifications

• Tech-fluent and able to host energetic, professional video consultations.
• A natural communicator who translates complex financial concepts into simple steps.
• An organized self-starter capable of navigating a remote work environment efficiently.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Utilize integrated CRM tools and digital communication channels to engage inbound and outbound leads.
• Build strong relationships through clear, empathetic virtual communication, maintaining long-term client trust.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Coordinate with insurance carriers to streamline client application and policy issuance procedures.
• Collaborate with team members during daily virtual stand-ups and interactive mentorship sessions.

Skills

Tech-savvy

Video consultations

Clear communication

Remote work organization

Job description

Stratford Davis LLC in San Diego, CA is seeking remote Insurance Agents to join our national network. Conduct virtual discovery sessions to assess client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.

Engage inbound and outbound leads using integrated CRM and digital channels. This fully remote role offers schedule autonomy with a flexible 4‑day week, global work location, and uncapped commissions.