Remote Life & Health Insurance Advisor | Flexible 4-Day

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

Avantages offerts par ce poste

Turnkey lead systems

Carrier product portfolios

Group health benefits

Incentive travel

Flexible 4-day schedule

Résumé du poste

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join our national network. Work from anywhere, hosting virtual consultations to assess client needs and propose life insurance, living benefits, and guaranteed annuities.

You’ll use an integrated CRM and digital channels to engage leads, build lasting client relationships, and coordinate carrier partnerships. This fully remote role offers schedule autonomy, global mobility, strong system support, and clear paths for

Qualifications

• Licensed Life & Health agent (or ready to complete state licensing).
• Tech-fluent with the ability to host energetic, professional video consultations.
• Clear, empathetic communicator translating complex financial concepts into simple steps.
• Organized self-starter able to navigate a remote work environment.

Responsabilités

• 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 applications and policy issuance procedures.
• Collaborate with team members during daily virtual stand-ups and mentorship sessions.

Connaissances

Video consultations

Remote communication

CRM tools

Virtual communication

Formation

Life & Health license

Outils

CRM systems

Video conferencing

Description du poste

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join our national network. Work from anywhere, hosting virtual consultations to assess client needs and propose life insurance, living benefits, and guaranteed annuities.

You’ll use an integrated CRM and digital channels to engage leads, build lasting client relationships, and coordinate carrier partnerships. This fully remote role offers schedule autonomy, global mobility, strong system support, and clear paths for