Remote Insurance Advisor - Flexible Schedule

Stratford Davis; Austin (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible schedule

Work from anywhere

Mentorship

Job summary

Stratford Davis is seeking tech-savvy Remote Insurance Agents to join our national network. In this fully remote, commission-based role, you will conduct virtual discovery sessions and present Life Insurance, Indexed Universal Life (IUL), and Annuities to prospective clients.

You will leverage integrated CRM tools, engage inbound and outbound leads, and build long-term client relationships through clear, empathetic video consultations while enjoying flexible 4-day work weeks.

Qualifications

• Tech-fluent with proven ability to host energetic, professional video consultations.
• Excellent communicator who translates complex financial concepts into simple steps.
• Organized self-starter capable of navigating a remote work environment.

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

Video consultations

CRM proficiency

Remote work

Job description

Stratford Davis is seeking tech-savvy Remote Insurance Agents to join our national network. In this fully remote, commission-based role, you will conduct virtual discovery sessions and present Life Insurance, Indexed Universal Life (IUL), and Annuities to prospective clients.

You will leverage integrated CRM tools, engage inbound and outbound leads, and build long-term client relationships through clear, empathetic video consultations while enjoying flexible 4-day work weeks.