Remote Insurance Advisor: Flexible Schedule & Growth

Stratford Davis; Milwaukee (WI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Operate from anywhere

Mentorship and growth

Job summary

Stratford Davis, a modern financial services company, seeks tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual discovery sessions, recommend Life Insurance, IUL, and Annuities, and manage client relationships entirely remotely.

You can design your own schedule with a 4-day active framework and work from home or anywhere globally. Training is provided with mentorship, and commissions are uncapped, offering high earning potential and system support.

Qualifications

• Tech-fluent with ability to host energetic, professional video consultations.
• Clear communicator who translates complex financial concepts into simple steps.
• 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, 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, 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-fluent

Video consultations

Clear communication

Self-starter

Remote work

Tools

CRM tools

Job description

Stratford Davis, a modern financial services company, seeks tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual discovery sessions, recommend Life Insurance, IUL, and Annuities, and manage client relationships entirely remotely.

You can design your own schedule with a 4-day active framework and work from home or anywhere globally. Training is provided with mentorship, and commissions are uncapped, offering high earning potential and system support.