Remote Life Insurance Advisor - Flexible 4-Day Schedule

Stratford Davis LLC; Boston (MA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Turnkey leads

Group health plan

Coaching and training

Travel incentives

Job summary

Stratford Davis LLC in Boston, MA is seeking a Remote Insurance Agent to help families protect their wealth through tailored life insurance, IUL policies, and guaranteed annuities via virtual channels.

You will connect with clients, conduct consultations, and guide them through underwriting while maintaining ongoing policy relationships. This role emphasizes remote work, ethical financial guidance, and a strong service orientation.

Qualifications

• Active Life Insurance license required or willingness to obtain quickly.
• Comfortable building warm rapport with clients over phone and video.
• Self-motivated, thrives in a remote work setup.
• Commitment to client-first financial guidance.

Responsibilities

• Connect with prospective clients across the region using digital channels and company systems.
• Lead supportive virtual consultations to uncover client priorities and tailor strategies.
• Assist policyholders through application paperwork, medical exams, and underwriting steps.
• Provide ongoing policy updates and manage relationships as client lives evolve.
• Sharpen product knowledge through daily coaching, peer huddles, and seminars.

Skills

Virtual consultations

Client relationship

Remote work

Ethical advice

Education

Active Life Insurance license

Job description

Stratford Davis LLC in Boston, MA is seeking a Remote Insurance Agent to help families protect their wealth through tailored life insurance, IUL policies, and guaranteed annuities via virtual channels.

You will connect with clients, conduct consultations, and guide them through underwriting while maintaining ongoing policy relationships. This role emphasizes remote work, ethical financial guidance, and a strong service orientation.