Remote Life Insurance Advisor - Flexible 4-Day Week

Stratford Davis LLC; Seattle (WA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Schedule autonomy

Total mobility

Full system support

Professional growth

Job summary

Stratford Davis LLC is seeking a remote Life & Health insurance professional to conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities. You will engage leads via CRM and digital channels from anywhere in the world.

You are a licensed Life & Health agent (or ready to obtain licensure), tech-fluent, and able to translate complex financial concepts into clear steps.

Qualifications

• Licensed Life & Health agent or willing to obtain licensure.
• Strong virtual communication and ability to conduct professional video consultations.
• Self-starter with disciplined remote work habits.
• Ability to translate complex financial concepts into actionable steps.

Responsibilities

• Conduct virtual discovery sessions to assess client needs and recommend life insurance and annuities.
• Engage inbound/outbound leads using integrated CRM and digital channels.
• Build long-term client relationships through empathetic, clear virtual communication.
• Coordinate with carriers to streamline applications and policy issuance.
• Participate in daily virtual stand-ups and mentorship sessions.

Skills

Licensed Life & Health Agent

Remote communication

Video consultations

CRM proficiency

Tools

CRM software

Video conferencing tools

Job description

Stratford Davis LLC is seeking a remote Life & Health insurance professional to conduct virtual discovery sessions, assess client needs, and recommend life insurance, living benefits, and guaranteed annuities. You will engage leads via CRM and digital channels from anywhere in the world.

You are a licensed Life & Health agent (or ready to obtain licensure), tech-fluent, and able to translate complex financial concepts into clear steps.