Remote Life Insurance Advisor — Flexible 4-Day Week

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

4-day schedule

Remote work from anywhere

Turnkey lead platforms and coaching

Job summary

Stratford Davis LLC is seeking a Remote Insurance Agent to deliver life insurance guidance, IUL policies, and guaranteed annuities through virtual channels from a flexible home-office setup.

The role focuses on guiding families, conducting remote consultations, and supporting clients through underwriting and policy updates, with coaching and tools provided to build a strong client base.

Qualifications

• Must hold an active life insurance license or have ability to obtain quickly.
• Comfortable building rapport with clients over phone and live video.
• Self-motivated and thrives in a remote work environment.

Responsibilities

• Connect with prospective clients across the region using digital channels.
• Lead virtual consultations to uncover client priorities and tailor strategies.
• Assist with application paperwork, medical exams, and underwriting steps.

Skills

Licensing in Life Insurance

Client Relationship

Remote Work

Communication

Tools

Video Conferencing

Job description

Stratford Davis LLC is seeking a Remote Insurance Agent to deliver life insurance guidance, IUL policies, and guaranteed annuities through virtual channels from a flexible home-office setup.

The role focuses on guiding families, conducting remote consultations, and supporting clients through underwriting and policy updates, with coaching and tools provided to build a strong client base.