Remote Insurance Advisor - Flexible Schedule & Growth

Stratford Davis LLC; San Antonio (TX); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Flexible 4-day schedule

Work from home or anywhere

Turnkey lead systems

Top-tier carrier portfolios

Group health benefits

Incentive travel

Résumé du poste

Stratford Davis LLC is seeking remote Insurance Agents to join our national network. Conduct virtual discovery sessions, assess client needs, and recommend life insurance and annuities.

You will use CRM tools and digital channels to engage leads, build trust, and guide clients through the policy process from anywhere in the world. This fully remote role offers a flexible 4-day workweek, turnkey lead systems, top carrier portfolios, group health benefits, and incentives for growth and leadership

Qualifications

• Licensed Life & Health agent or willing to complete licensing.
• Tech-fluent with ability to host professional video consultations.
• Organized self-starter capable of working remotely.

Responsabilités

• Conduct virtual financial discovery sessions to assess client needs and recommend life insurance, living benefits, and guaranteed annuities.
• Use CRM tools and digital channels to engage inbound and outbound leads.
• Build relationships through clear, empathetic virtual communication.
• Coordinate with carriers to streamline client applications and policy issuance procedures.
• Collaborate with team members during daily virtual stand-ups and mentorship sessions.

Connaissances

Video consultations

CRM tools

Remote work

Client discovery

Online communication

Formation

Life & Health license

Description du poste

Stratford Davis LLC is seeking remote Insurance Agents to join our national network. Conduct virtual discovery sessions, assess client needs, and recommend life insurance and annuities.

You will use CRM tools and digital channels to engage leads, build trust, and guide clients through the policy process from anywhere in the world. This fully remote role offers a flexible 4-day workweek, turnkey lead systems, top carrier portfolios, group health benefits, and incentives for growth and leadership