Remote Life Insurance Advisor - Flexible 4-Day Week

Stratford Davis LLC; San Francisco (CA); Remote; USD 80,000 - 180,000; Full time

Benefits offered by this job

Remote work

4-day workweek

Incentive travel rewards

Mentorship program

Job summary

Stratford Davis LLC is seeking a licensed Life & Health insurance professional for a fully remote role. You will engage warm leads through digital channels and conduct video consultations to tailor protection plans.

The position emphasizes autonomy and a scalable earning model with strong mentorship and growth opportunities. Responsibilities include guiding clients through applications, underwriting with carriers, and maintaining ongoing relationships as life milestones occur.

Qualifications

• Licensed Life & Health license is required or pursued quickly.
• Comfort with hosting virtual consultations via video.
• Strong self-discipline and ability to manage own schedule.

Responsibilities

• Reach out to warm leads and prospective clients via digital channels.
• Host interactive video consultations to assess needs and present protection strategies.
• Guide clients through application processing and underwriting with carriers.
• Maintain relationships and update policies as family milestones occur.
• Participate in daily team huddles and training sessions.

Skills

Lead generation

Video consultations

Communication

Self-motivation

Education

Life & Health license

Job description

Stratford Davis LLC is seeking a licensed Life & Health insurance professional for a fully remote role. You will engage warm leads through digital channels and conduct video consultations to tailor protection plans.

The position emphasizes autonomy and a scalable earning model with strong mentorship and growth opportunities. Responsibilities include guiding clients through applications, underwriting with carriers, and maintaining ongoing relationships as life milestones occur.