Remote Life Insurance Advisor - Flexible 4-Day Schedule

Stratford Davis LLC; Cleveland (OH); À distance; USD 45 000 - 80 000; Plein temps

Avantages offerts par ce poste

4-day schedule

Remote work from home

Lead platforms provided

Group health plan access

Résumé du poste

Stratford Davis LLC is seeking a Remote Insurance Agent to connect families with tailored life insurance, IUL policies, and guaranteed annuities through virtual channels. You will guide clients through underwriting, applications, and ongoing policy management from a remote setup.

In this role, you’ll enjoy a flexible 4-day schedule, the freedom to work from home or anywhere, turnkey lead platforms, and coaching resources to build trusted, ethical financial guidance for clients’ long-term

Qualifications

• Active Life Insurance license or willingness to obtain quickly.
• Ability to build rapport with clients via phone and live video.
• Self-motivated with strong remote-work discipline.
• Ethical, client-first financial guidance.

Responsabilités

• Connect with prospective clients across the region via digital channels.
• 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 relationship management as client lives evolve.
• Sharpen product knowledge through daily coaching and seminars.

Connaissances

Client relationship

Remote work discipline

Communication

Licensing readiness

Formation

Active Life Insurance license (or pending)

Description du poste

Stratford Davis LLC is seeking a Remote Insurance Agent to connect families with tailored life insurance, IUL policies, and guaranteed annuities through virtual channels. You will guide clients through underwriting, applications, and ongoing policy management from a remote setup.

In this role, you’ll enjoy a flexible 4-day schedule, the freedom to work from home or anywhere, turnkey lead platforms, and coaching resources to build trusted, ethical financial guidance for clients’ long-term