Remote Life Insurance Advisor - Flexible 4-Day Week

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Balanced schedule

Remote work freedom

System infrastructure

Job summary

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

You will operate from a home office or any location globally, leveraging turnkey leads, coaching, and a comprehensive system infrastructure to deliver client-centered financial guidance.

Qualifications

• Active life insurance license (or willingness to obtain quickly).
• Comfortable building warm rapport with clients over phone and video.
• Self-motivated, thrives in a remote work environment.
• Ethical, client-first financial guidance.

Responsibilities

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

Skills

Life insurance license

Client rapport

Remote work

Sales mindset

Job description

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

You will operate from a home office or any location globally, leveraging turnkey leads, coaching, and a comprehensive system infrastructure to deliver client-centered financial guidance.