Remote Life Insurance Agent

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Balanced schedule

Remote work freedom

System infrastructure

Job summary

Stratford Davis LLC is seeking a Remote Insurance Agent to help families protect wealth and secure retirement through tailored life insurance, IUL policies, and guaranteed annuities via virtual channels.

You will operate from a home office or any location globally, leveraging turnkey leads, coaching, and a comprehensive system infrastructure to deliver client-centered financial guidance.

Qualifications

• Active life insurance license (or willingness to obtain quickly).
• Comfortable building warm rapport with clients over phone and video.
• Self-motivated, thrives in a remote work environment.
• Ethical, client-first financial guidance.

Responsibilities

• Connect with prospective clients across the region via digital channels and company systems.
• Lead 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 needs evolve.
• Sharpen product knowledge through coaching, peer huddles, and seminars.

Skills

Life insurance license

Client rapport

Remote work

Sales mindset

Job description

San Jose, United States | Posted on 10/14/2026

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

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.