Remote Life & Health Insurance Advisor — Flexible Schedule

Stratford Davis LLC

California

Remote

USD 40,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Schedule autonomy
Work from anywhere
Turnkey lead systems
Carrier product portfolios

Job summary

Stratford Davis LLC in the United States is seeking licensed Life & Health agents who can work remotely and build a national client base through virtual sessions. This role emphasizes self-motivation, remote communication, and a strong understanding of life insurance products.

Enjoy schedule autonomy with a flexible 4-day active workweek, turnkey lead systems, and access to carrier product portfolios. The position supports remote work from anywhere, with ongoing mentorship and growth

Qualifications

  • Licensed Life & Health agent or willing to obtain license.
  • Strong ability to host professional video consultations.
  • Excellent remote communication and explanation of financial concepts.
  • Organized self-starter capable of productive remote work.

Responsibilities

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

Skills

Tech-savvy
Video consultations
Remote work
Communication

Education

Life & Health license

Tools

CRM tools

Job description

Stratford Davis LLC in the United States is seeking licensed Life & Health agents who can work remotely and build a national client base through virtual sessions. This role emphasizes self-motivation, remote communication, and a strong understanding of life insurance products.

Enjoy schedule autonomy with a flexible 4-day active workweek, turnkey lead systems, and access to carrier product portfolios. The position supports remote work from anywhere, with ongoing mentorship and growth

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