Remote Life & Health Insurance Advisor | Flexible Schedule

Stratford Davis LLC; Houston (TX); Remote; USD 60,000 - 180,000; Full time

Benefits offered by this job

Schedule autonomy

Global mobility

Turnkey lead systems

Incentive travel

Job summary

Stratford Davis LLC in Houston, TX is seeking tech-savvy Remote Insurance Agents to join our national network. This fully remote role centers on helping families access life insurance, living benefits, and guaranteed annuities through virtual sessions.

You will use CRM tools, engage leads, and collaborate with carriers to streamline applications. A licensing-ready candidate is expected, with strong communication skills and the ability to manage relationships entirely online.

Qualifications

• Licensed Life & Health agent or willing to complete state licensing.
• Tech-fluent and capable of hosting professional video consultations.
• Strong communicator who explains complex financial concepts clearly.
• Organized self-starter comfortable with remote work.

Responsibilities

• Conduct virtual discovery sessions to assess client needs and recommend life insurance and annuities.
• Use CRM tools and digital channels to engage inbound/outbound leads.
• Build lasting client relationships through empathetic virtual communication.
• Coordinate with carriers for timely applications and policy issuance.
• Participate in daily virtual stand-ups and mentorship sessions.

Skills

Licensed agent

Tech-fluent

Virtual consultations

Remote work

Tools

CRM tools

Video conferencing

Job description

Stratford Davis LLC in Houston, TX is seeking tech-savvy Remote Insurance Agents to join our national network. This fully remote role centers on helping families access life insurance, living benefits, and guaranteed annuities through virtual sessions.

You will use CRM tools, engage leads, and collaborate with carriers to streamline applications. A licensing-ready candidate is expected, with strong communication skills and the ability to manage relationships entirely online.