Remote Life Insurance Agent

Stratford Davis LLC; Cleveland (OH); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

4-day schedule

Remote work from home

Lead platforms provided

Group health plan access

Job summary

Stratford Davis LLC is seeking a Remote Insurance Agent to connect families with tailored life insurance, IUL policies, and guaranteed annuities through virtual channels. You will guide clients through underwriting, applications, and ongoing policy management from a remote setup.

In this role, you’ll enjoy a flexible 4-day schedule, the freedom to work from home or anywhere, turnkey lead platforms, and coaching resources to build trusted, ethical financial guidance for clients’ long-term

Qualifications

• Active Life Insurance license or willingness to obtain quickly.
• Ability to build rapport with clients via phone and live video.
• Self-motivated with strong remote-work discipline.
• Ethical, client-first financial guidance.

Responsibilities

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

Skills

Client relationship

Remote work discipline

Communication

Licensing readiness

Education

Active Life Insurance license (or pending)

Job description

Cleveland, United States | Posted on 10/18/2026

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.
• Your Path to Independence