Remote Life & Health Advisor - Flexible Schedule
Stratford Davis LLC
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Benefits offered by this job
Job summary
Stratford Davis LLC in St. Louis, MO is seeking a licensed Life & Health agent for a fully remote role focused on virtual financial discovery, insurance recommendations, and coordinated policy issuance.
You will engage inbound and outbound leads via CRM tools, translate complex concepts into actionable steps, and work with a top-tier carrier portfolio. The position offers complete schedule ownership, global work flexibility, and generous commission-based earnings.
Qualifications
- Must be licensed Life & Health agent or eligible to obtain licensing.
- Proven ability to host energetic, professional video consultations.
- Strong communicator who explains complex financial concepts clearly.
- Self-motivated, organized, and capable of thriving in a remote environment.
Responsibilities
- Conduct virtual financial discovery sessions to evaluate client needs.
- Use CRM tools and digital channels to engage leads.
- Build relationships through empathetic virtual communication for long-term trust.
- Coordinate with carriers to streamline applications and policy issuance.
- Collaborate with team during daily stand-ups and mentorship sessions.
Skills
Education
Tools
Job description
Stratford Davis LLC in St. Louis, MO is seeking a licensed Life & Health agent for a fully remote role focused on virtual financial discovery, insurance recommendations, and coordinated policy issuance.
You will engage inbound and outbound leads via CRM tools, translate complex concepts into actionable steps, and work with a top-tier carrier portfolio. The position offers complete schedule ownership, global work flexibility, and generous commission-based earnings.
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