Remote Life Insurance Advisor — Flexible Schedule

Stratford Davis LLC; New York (NY); A distancia; USD 40.000 - 120.000; Jornada completa

Descripción de la vacante

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual consultations to assess client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.

Work fully remotely with flexible hours, engage leads via CRM and digital channels, and help clients understand complex options with clear communication. Training and mentorship are provided, with uncapped commissions and strong earning potential.

Formación

• Experience hosting virtual financial consultations.
• Ability to explain complex financial concepts clearly.
• Self-motivated with strong time-management in remote settings.

Responsabilidades

• Conduct virtual discovery sessions to assess client needs and recommend Life Insurance, IUL, and Annuities.
• Engage inbound/outbound leads using CRM tools and digital channels.
• Build relationships through clear, empathetic virtual communication and trust.
• Coordinate with carriers to streamline applications and policy issuance.
• Collaborate with team in daily stand-ups and mentorship sessions.

Conocimientos

Video consultations

Clear communication

Remote work

Client needs discovery

Herramientas

CRM software

Video conferencing

Descripción del empleo

Stratford Davis LLC is seeking tech-savvy Remote Insurance Agents to join our national network. You will conduct virtual consultations to assess client needs and recommend Life Insurance, Indexed Universal Life (IUL), and Annuities.

Work fully remotely with flexible hours, engage leads via CRM and digital channels, and help clients understand complex options with clear communication. Training and mentorship are provided, with uncapped commissions and strong earning potential.