Remote Insurance Advisor: Flexible Schedule & Earnings

Stratford Davis LLC; Hawaii; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule Autonomy (4-day workweek)

Remote work from home or anywhere

Turnkey lead systems

Carrier product portfolios

Group health benefits

Job summary

Stratford Davis is seeking tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities.

Utilize CRM tools and video consultations to engage inbound and outbound leads, building lasting client relationships. This fully remote role features a 4-day active schedule and comprehensive carrier and system support.

Qualifications

• Licensed Life & Health agent or able to complete state licensing.
• Tech-fluent with ability to host professional video consultations.
• Strong communicator who explains complex financial concepts clearly.
• Organized self-starter comfortable with remote work.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance and annuities.
• Engage leads via integrated CRM tools and digital channels.
• Build long-term client relationships through empathetic virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.
• Participate in daily virtual stand-ups and mentorship sessions.

Job description

Stratford Davis is seeking tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities.

Utilize CRM tools and video consultations to engage inbound and outbound leads, building lasting client relationships. This fully remote role features a 4-day active schedule and comprehensive carrier and system support.