Remote Life Insurance Agent

Stratford Davis LLC

Cincinnati (OH)

Remote

USD 40,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Flexible 4-day operation
Remote work anywhere globally
Turnkey lead platforms and coaching

Job summary

Stratford Davis LLC seeks a Remote Insurance Agent to help families protect their wealth through life insurance, IUL policies, and guaranteed annuities via phone and video.

You will lead virtual consultations, guide clients through applications and underwriting, and maintain ongoing policy relationships as needs evolve. A licensed professional delivering ethical, client-first advice will thrive with coaching and flexible remote work.

Qualifications

  • Active Life Insurance license holder or willing to obtain license quickly.
  • Ability to build warm rapport with clients via phone and video.
  • Self-motivated, proficient in managing a remote work setup.

Responsibilities

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

Skills

Remote communication
Client rapport
Self-motivation
Ethical client advice

Education

Life Insurance license

Job description

Cincinnati, United States | Posted on 11/05/2026

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.
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