Remote Life & Health Insurance Advisor

Stratford Davis LLC

Pennsylvania

Remote

USD 70,000 - 150,000

Full time

4 days ago

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Benefits offered by this job

Schedule autonomy

Total mobility

Full system support

Professional growth

Unlimited earning potential

Job summary

Stratford Davis is seeking licensed Life & Health agents to join a fully remote national network. You will conduct virtual discovery sessions, recommend insurance products, and manage leads through CRM tools. Enjoy a flexible 4-day active schedule and the freedom to work from home or anywhere globally.

This role emphasizes expert communication, rapid licensing where needed, and collaboration through daily stand-ups and mentorship sessions to grow your agency and earnings.

Qualifications

Licensed Life & Health agent (or willing to obtain license).
Tech-fluent with ability to host energetic, professional video consultations.
Strong communicator who translates complex financial concepts into simple steps.

Responsibilities

Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance, living benefits, and guaranteed annuities.
Engage inbound and outbound leads using CRM tools and digital channels.
Build relationships through empathetic virtual communication and maintain long-term client trust.
Coordinate with insurance carriers to streamline application and policy issuance.
Collaborate with team during daily virtual stand-ups and mentorship sessions.

Skills

Tech-fluent

Video consultations

Remote work

Education

Life & Health licensing

Tools

CRM software

Job description

This role emphasizes expert communication, rapid licensing where needed, and collaboration through daily stand-ups and mentorship sessions to grow your agency and earnings.

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