Remote Life Insurance Specialist | Flexible 4-Day Schedule

Stratford Davis; San Jose (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work lifestyle

Flexible 4-day schedule

Coaching & lead systems

Group health options

Luxury travel trips

Job summary

Stratford Davis is seeking self-motivated, remote Life Insurance Agents to work with digital leads and modern CRM tools. You will educate families on life insurance, IULs, and annuities, guide underwriting, and perform periodic reviews to adjust coverage as life progresses.

We offer a 100% remote lifestyle, a flexible 4-day schedule, and comprehensive coaching with lead systems and health options as part of our infrastructure and growth opportunities.

Qualifications

• State Life & Health License (in-hand or in-progress).
• Polished virtual presentation skills and strong video presence.
• High self-accountability suited for remote work.
• Strong desire to help families while building personal wealth.

Responsibilities

• Connect with warm prospects using digital lead systems and CRM channels.
• Consult via video calls to match families with life insurance, IULs and annuities.
• Protect: oversee underwriting pipeline to issue policies efficiently.
• Retain: perform periodic reviews to adjust coverage as life progresses.
• Scale: participate in team coaching and mentorship to unlock production growth.

Skills

Virtual presentation

Video calls

Remote work discipline

Client empathy

Tools

CRM software

Lead generation tools

Job description

Stratford Davis is seeking self-motivated, remote Life Insurance Agents to work with digital leads and modern CRM tools. You will educate families on life insurance, IULs, and annuities, guide underwriting, and perform periodic reviews to adjust coverage as life progresses.

We offer a 100% remote lifestyle, a flexible 4-day schedule, and comprehensive coaching with lead systems and health options as part of our infrastructure and growth opportunities.