Remote Life Insurance Specialist — Flexible 4-Day Week

Stratford Davis

Portland (OR)

Remote

USD 50,000 - 90,000

Full time

2 days ago
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Benefits offered by this job

Flexible 4-day workweek
Fully remote setup
Turnkey onboarding
Group health access

Job summary

Stratford Davis is expanding its national sales team and seeks qualified individuals to act as Remote Life Insurance Agents, educating clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities.

As a Remote Specialist, you will engage leads, perform needs assessments, manage policy administration, and build long-term client relationships. Strong licensing and remote-work capabilities are required.

Qualifications

  • Active Life Insurance license or commitment to obtain licensing.
  • Proficient with remote communication technology and virtual presentation software.
  • Strong time-management skills for independent remote work.
  • Goal-oriented mindset with high ethics and attention to detail.

Responsibilities

  • Engage leads and prospective clients using digital channels and virtual systems.
  • Conduct financial needs assessments to design insurance strategies.
  • Oversee policy administration, applications, and underwriting updates.
  • Build long-term policyholder relationships through regular communications and reviews.
  • Engage in professional development through mentorship and product seminars.

Skills

Life Insurance license
Remote communication tools
Video conference skills
Time management
Attention to detail

Tools

Video conferencing tools
Presentation software

Job description

Stratford Davis is expanding its national sales team and seeks qualified individuals to act as Remote Life Insurance Agents, educating clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities.

As a Remote Specialist, you will engage leads, perform needs assessments, manage policy administration, and build long-term client relationships. Strong licensing and remote-work capabilities are required.

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