Remote Life & Health Insurance Advisor - 4-Day Week

Stratford Davis LLC; Fresno (CA); Remote; USD 70,000 - 130,000; Full time

Benefits offered by this job

Flexible schedule

Fully remote work

Turnkey lead systems

Group health benefits

Incentive travel

Job summary

Stratford Davis LLC is seeking a licensed Life & Health agent to conduct virtual discovery sessions and recommend life insurance, living benefits, and annuities. You will engage leads via CRM tools and digital channels, building long-term client trust through empathetic video consultations.

The role offers flexible scheduling, complete mobility—work from home or anywhere globally—and turnkey lead systems with top carrier portfolios, plus group health benefits and incentive travel.

Qualifications

• Must be licensed or willing to complete state licensing.
• Experience hosting energetic, professional video consultations.
• Ability to translate complex financial concepts into simple steps.
• Organized self-starter for remote work environments.

Responsibilities

• Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance and living benefits.
• Engage inbound and outbound leads using integrated CRM tools and digital channels.
• Build strong client relationships through empathetic virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.

Skills

Licensed Life & Health agent

Video consultations

CRM proficiency

Strong communicator

Tools

CRM software

Job description

Stratford Davis LLC is seeking a licensed Life & Health agent to conduct virtual discovery sessions and recommend life insurance, living benefits, and annuities. You will engage leads via CRM tools and digital channels, building long-term client trust through empathetic video consultations.

The role offers flexible scheduling, complete mobility—work from home or anywhere globally—and turnkey lead systems with top carrier portfolios, plus group health benefits and incentive travel.