Remote Life Insurance Agent

Stratford Davis; Baltimore (MD); Remote; USD 45,000 - 85,000; Full time

Benefits offered by this job

4-day schedule

Remote work from anywhere

Turnkey lead platforms

Job summary

Stratford Davis is seeking a Remote Insurance Agent to connect with clients via phone and video, delivering tailored life insurance, indexed universal life (IUL) policies, and guaranteed annuities entirely through virtual channels.

You will manage applications, medical exams, underwriting steps, and ongoing policy updates from a home office, while receiving daily coaching and seminars to sharpen product knowledge and client service.

Qualifications

• Must hold an active Life Insurance license or be willing to obtain one quickly.
• Able to build warm rapport with clients over phone and video.
• Self-motivated with the ability to work independently in a remote environment.
• Commitment to ethical, client-first financial guidance.

Responsibilities

• Connect with prospective clients via digital channels and company systems.
• Lead virtual consultations to uncover client priorities and recommend tailored strategies.
• Assist with application paperwork, medical exams, and underwriting steps.
• Provide ongoing policy updates and relationship management as client needs evolve.
• Participate in daily coaching, peer huddles, and seminars to enhance product knowledge.

Skills

Remote communication

Client rapport

Self-motivated

Client-first advice

Education

Life Insurance license

Job description

Baltimore, United States

Join Stratford Davis | Remote Insurance Agent

Every day, families struggle to find clear, accessible guidance for protecting their wealth and securing their retirement. At Stratford Davis, our Remote Insurance Agents bridge that gap by delivering custom life insurance, IUL policies, and guaranteed annuities over virtual channels.

Key Accountabilities

• 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.
• Sharpen your product knowledge through daily coaching, peer huddles, and interactive seminars.

Who Fits This Role

• 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.

What You Gain

• Balanced Schedule: Flexible 4-day operational options that respect your personal life.
• Everyday Remote Freedom: Choose to work from home or anywhere globally without a commute.
• Complete System Infrastructure: Turnkey lead platforms, group health plan access, step-by-step coaching, and travel incentives.