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Stratford Davis

Stratford Davis

Associate Remote Insurance Advisor

San Jose, US现场永久制全职

发布于 2026年10月15日

此职位以 EN 发布

Step into the future of financial services with Stratford Davis. We are modernizing how families access crucial financial protection tools, and we are looking for tech-savvy Remote Insurance Agents to join our national network. If you thrive in a digital-first environment and love helping people, this is your home.

Primary Responsibilities

  • Conduct virtual financial discovery sessions to evaluate client needs and recommend life insurance, living benefits, and guaranteed annuities.

  • Utilize integrated CRM tools and digital communication channels to engage inbound and outbound leads.

  • Build strong relationships through clear, empathetic virtual communication, maintaining long-term client trust.

  • Coordinate with insurance carriers to streamline client application and policy issuance procedures.

  • Collaborate with team members during daily virtual stand-ups and interactive mentorship sessions.

Who You Are

  • A licensed Life & Health agent (or ready to complete state licensing).

  • Tech-fluent, with proven ability to host energetic, professional video consultations.

  • A natural communicator who translates complex financial concepts into simple, actionable steps.

  • A organized self-starter capable of navigating a remote work environment efficiently.

Why Join Us?

  • Schedule Autonomy: Design your workweek using our flexible 4-day active schedule.

  • Total Mobility: Complete operational freedom—work from home or anywhere on the globe.

  • Full System Support: Access turnkey lead systems, top-tier carrier product portfolios, group health benefits, and incentive travel.

  • Professional Growth: Structured paths for team leadership and agency expansion.

Claim Your Independence This fully remote role operates on a performance-based commission model, placing complete control of your financial growth directly in your hands. With unlimited earning potential, full schedule ownership, and world-class system support, you can build a sustainable, high-income business from anywhere you choose.


职位概览

工作类型

全职

所需技能

Life and Health Insurance LicensingClient Needs AssessmentLife Insurance and Living Benefits KnowledgeGuaranteed Annuity KnowledgeInsurance Product RecommendationCRM Software ProficiencyInbound and Outbound Lead EngagementVirtual Video Consultation HostingEmpathetic Client CommunicationExplaining Complex Financial Concepts ClearlyClient Relationship BuildingInsurance Application and Policy Issuance CoordinationRemote Work Organization and Self-ManagementVirtual Team Collaboration

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Associate Remote Insurance Advisor @ Stratford Davis,San Jose | Scovai | Scovai