Remote Life Insurance Agent

Stratford Davis LLC; North Carolina; Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Turnkey leads

Group health plan access

Coaching program

Travel incentives

Remote work flexibility

Job summary

Stratford Davis LLC is seeking a Remote Insurance Agent to connect with clients nationwide, delivering tailored life insurance, IUL policies, and guaranteed annuities through virtual channels.

You will manage end-to-end processes from consultations to underwriting and policy updates, thriving in a self-directed remote role with coaching and group health plan access.

Qualifications

• Active Life Insurance license or willingness to obtain quickly.
• Ability to conduct client consultations via phone and video.
• Self-motivated, capable of managing a remote work setup.

Responsibilities

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

Skills

Client advisory

Remote consultations

Relationship management

Self-motivation

Education

Active Life Insurance license or willingness to obtain

Job description

Columbus, 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.