Remote Insurance Advisor: Flexible Schedule, High Earnings

Stratford Davis LLC; Indianapolis (IN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule Autonomy

Total Mobility

Full System Support

Professional Growth

Commission-based income

Job summary

Stratford Davis LLC is seeking tech-savvy professionals for a fully remote Insurance Agent role within a national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities.

Leverage CRM tools to engage leads and build lasting client relationships in a digital-first environment. Applicants should be licensed Life & Health agents (or ready to obtain licensing) and comfortable with video consultations.

Qualifications

• A licensed Life & Health agent (or ready to complete state licensing).
• Tech-fluent with ability to host energetic 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, living benefits, and guaranteed 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.
• 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.

Job description

Stratford Davis LLC is seeking tech-savvy professionals for a fully remote Insurance Agent role within a national network. You will conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities.

Leverage CRM tools to engage leads and build lasting client relationships in a digital-first environment. Applicants should be licensed Life & Health agents (or ready to obtain licensing) and comfortable with video consultations.