Remote Life Insurance Agent

Stratford Davis LLC; Sacramento (CA); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Flexible 4-day workweek

Remote work from anywhere

Turnkey lead platforms

Group health plan access

Coaching and professional development

Job summary

Stratford Davis LLC in Sacramento, CA, seeks a Remote Insurance Agent who will guide clients through life insurance, IUL policies, and guaranteed annuities via phone and video.

You will connect with prospects, conduct virtual consultations, and support applicants through underwriting, while enjoying a flexible 4-day schedule and the freedom to work remotely from anywhere.

Qualifications

• Must hold an active Life Insurance license or be able to obtain it quickly.
• Ability to build rapport with clients over phone and video.
• Self-motivated and effective at remote work with disciplined schedule.

Responsibilities

• Connect with prospective clients through digital channels.
• Lead virtual consultations to identify client priorities and tailor strategies.
• Assist clients through applications, medical exams, and underwriting steps.
• Provide ongoing policy updates and relationship management as life events occur.
• Continuously improve product knowledge through coaching and seminars.

Skills

Effective communication via phone and/

Self-motivated remote work

Education

Active Life Insurance license

Tools

Lead platforms

Job description

Sacramento, 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.