Remote Life Insurance Agent

Stratford Davis LLC; San Antonio (TX); A distancia; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Balanced remote schedule

Turnkey lead platform

Group health plan access

Ongoing coaching & seminars

Descripción de la vacante

Stratford Davis LLC is seeking a Remote Insurance Agent to deliver life insurance, IUL policies, and guaranteed annuities through virtual channels. You will connect with clients regionally, lead virtual consultations to uncover priorities, and guide applicants through underwriting and paperwork with ongoing service.

The role emphasizes ethical, client-first financial advice, remote work autonomy, and a turnkey lead platform with coaching support to help you thrive.

Formación

• Active Life Insurance license holder or willingness to obtain quickly.
• Comfortable building rapport with clients over phone and video.
• Self-motivated with a remote work setup and schedule discipline.
• Commitment to client-first financial guidance for long-term security.

Responsabilidades

• Connect with prospective clients across the region using digital channels and company systems.
• Lead supportive virtual consultations that 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, peer huddles, and interactive seminars.

Conocimientos

Digital outreach

Virtual consultations

Relationship management

Remote work self-motivation

Ethical financial guidance

Educación

Life Insurance license (or intent to obtain)

Herramientas

Lead platforms

Video conferencing tools

Descripción del empleo

San Antonio, 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.