Remote Life Insurance Consultant — Flexible 4-Day Schedule

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Work-from-anywhere

Mentorship & training

Elite rewards program

Job summary

Stratford Davis LLC is seeking a Remote Life Insurance Agent to conduct virtual consultations and design tailored protection plans for families. You will guide clients through applications and underwriting, while building lasting relationships for future opportunities.

A flexible 100% remote schedule supports work-life balance and professional growth. Ideal candidates are licensed or ready to license in Life & Health, comfortable with video meetings, and self-motivated to succeed in a

Qualifications

• Active State Life & Health License (or eligible to license)
• Strong ability to connect with clients via video calls
• Self-motivated to work from home
• Excellent empathy and communication skills

Responsibilities

• Conduct virtual consultations to explain life insurance and products like IUL and annuities
• Design tailored protection plans aligned with client goals
• Guide clients through applications and underwriting with admin support
• Maintain relationships with policyholders as families grow
• Collaborate in team huddles to refine sales playbook

Skills

Empathy

Clear communication

Self-motivation

Relationship building

Zoom/Video calls

Tools

Zoom

Google Meet

Job description

Stratford Davis LLC is seeking a Remote Life Insurance Agent to conduct virtual consultations and design tailored protection plans for families. You will guide clients through applications and underwriting, while building lasting relationships for future opportunities.

A flexible 100% remote schedule supports work-life balance and professional growth. Ideal candidates are licensed or ready to license in Life & Health, comfortable with video meetings, and self-motivated to succeed in a