Remote Life Insurance Advisor Flexible 4 Day Week Commission

Stratford Davis LLC; San Francisco (CA); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Balanced schedule

Remote work freedom

Turnkey lead platforms

Job summary

Stratford Davis LLC seeks a Remote Insurance Agent in the San Francisco area to connect with families via phone and video, delivering tailored life insurance, IUL policies, and annuities. You will manage applications, exams, and underwriting with support from turnkey tools.

You'll join a remote-first team, enjoy a flexible four-day schedule, collaborate in coaching sessions, and have the freedom to work from home or anywhere with strong compliance and client-focus driving lasting security.

Qualifications

• Active Life Insurance license holder (or willing to obtain state licensing quickly).
• Comfortable building warm rapport with clients over phone and live video platforms.
• Self-motivated individual who thrives when managing their own remote work environment.
• Driven to deliver ethical, client-first financial advice that creates lasting security.

Responsibilities

• Connect with prospective clients across the region using digital channels and company systems.
• Lead supportive virtual consultations that uncover client priorities and recommend tailored strategies.
• Assist policyholders through application paperwork, medical exams, and underwriting steps.
• Provide ongoing policy updates and relationship management as client lives evolve.
• Sharpens product knowledge through daily coaching, peer huddles, and interactive seminars.

Skills

Life Insurance licensing

Remote communication

Client relationship management

Tools

Lead platforms

Job description

Stratford Davis LLC seeks a Remote Insurance Agent in the San Francisco area to connect with families via phone and video, delivering tailored life insurance, IUL policies, and annuities. You will manage applications, exams, and underwriting with support from turnkey tools.

You'll join a remote-first team, enjoy a flexible four-day schedule, collaborate in coaching sessions, and have the freedom to work from home or anywhere with strong compliance and client-focus driving lasting security.