Remote Insurance Advisor — Flexible Schedule & Growth

Stratford Davis LLC

Portland (OR)

Remote

USD 60,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Schedule autonomy
Total mobility
Full system support
Professional growth
Independent earning potential

Job summary

Stratford Davis LLC is seeking remote Insurance Agents across the United States to join our national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance and related products. Utilize CRM tools to engage leads and build lasting relationships while working fully remotely.

Candidates should be licensed Life & Health agents or be ready to complete licensing. A tech-fluent communicator who can explain complex concepts clearly will thrive in this

Qualifications

  • Licensed Life & Health agent or eligible for licensing.
  • Tech-fluent with ability to host video consultations.
  • Strong communicator who translates complex concepts clearly.
  • Organized self-starter capable of remote work.

Responsibilities

  • Conduct virtual financial discovery sessions to assess client needs and recommend life insurance products.
  • Engage inbound/outbound leads using CRM tools and digital channels.
  • Build long-term client relationships through empathetic virtual communication.
  • Coordinate with carriers to streamline applications and policy issuance.
  • Collaborate with team during daily stand-ups and mentorship sessions.

Skills

Tech fluency
Communication
Remote work

Education

Life & Health license
Licensing in progress

Tools

CRM tools

Job description

Stratford Davis LLC is seeking remote Insurance Agents across the United States to join our national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance and related products. Utilize CRM tools to engage leads and build lasting relationships while working fully remotely.

Candidates should be licensed Life & Health agents or be ready to complete licensing. A tech-fluent communicator who can explain complex concepts clearly will thrive in this

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