Remote Life Insurance Agent

Stratford Davis LLC; San Francisco (CA); Remoto; USD 70.000 - 120.000; Tempo integral

Benefícios oferecidos por esta vaga

Balanced schedule

Remote work freedom

Turnkey lead platforms

Resumo da vaga

Stratford Davis LLC seeks a Remote Insurance Agent in the San Francisco area to connect with families via phone and video, delivering tailored life insurance, IUL policies, and annuities. You will manage applications, exams, and underwriting with support from turnkey tools.

You'll join a remote-first team, enjoy a flexible four-day schedule, collaborate in coaching sessions, and have the freedom to work from home or anywhere with strong compliance and client-focus driving lasting security.

Qualificações

• 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.

Responsabilidades

• 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.
• Sharpens product knowledge through daily coaching, peer huddles, and interactive seminars.

Conhecimentos

Life Insurance licensing

Remote communication

Client relationship management

Ferramentas

Lead platforms

Descrição da vaga

Join Stratford Davis | Remote Insurance Agent

San Francisco, United States

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

Please note that this remote position operates on a commission-based pay structure, engineered to give you complete freedom over your work environment and unlimited earning potential.