Remote Life Insurance Pro - Flexible 4-Day Schedule

Stratford Davis LLC; Cleveland (OH); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible 4-day schedule

Remote work from home or anywhere

Turnkey lead platform + coaching

Job summary

Stratford Davis LLC in Cleveland, OH seeks a Remote Insurance Agent to connect with clients via phone and video, offering life insurance, IUL policies, and guaranteed annuities. You will guide prospects through consults, present tailored strategies, and assist with applications, medical exams, and underwriting.

The role emphasizes ethical, client-first financial advice, with a flexible 4‑day schedule and the freedom to work from home or anywhere.

Qualifications

• Active Life Insurance license holder (or willing to obtain state licensing quickly).
• Comfortable building warm rapport with clients over phone and live video platforms.

Responsibilities

• 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.

Skills

Customer communication

Education

Life Insurance license

Job description

Stratford Davis LLC in Cleveland, OH seeks a Remote Insurance Agent to connect with clients via phone and video, offering life insurance, IUL policies, and guaranteed annuities. You will guide prospects through consults, present tailored strategies, and assist with applications, medical exams, and underwriting.

The role emphasizes ethical, client-first financial advice, with a flexible 4‑day schedule and the freedom to work from home or anywhere.