Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Atlanta (GA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Group health access

Annual trip incentives

4-day work week

Job summary

Stratford Davis LLC is seeking an Associate Financial Services & Insurance Specialist to join its national remote team. You will educate clients on life insurance policies, IUL protection, and retirement products, while engaging leads through digital channels.

This fully remote role emphasizes high commission potential and a 4-day work week. You’ll build relationships, conduct needs assessments, and stay current with industry practices through mentorship and seminars.

Qualifications

• Active Life Insurance license in home state (or commitment to obtain licensing).
• Demonstrated proficiency with remote communication technology and virtual presentation software.
• Strong time-management skills appropriate for an independent remote working environment.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients using modern digital channels and virtual communication systems.
• Conduct financial needs assessments to design appropriate insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships through regular client communication and reviews.
• Engage in continuous professional development through company mentorship and product seminars.

Skills

Licensed Life Insurance

Remote communication

Time management

Sales aptitude

Ethical standards

Tools

Virtual presentation software

Job description

Associate Financial Services & Insurance Specialist

Atlanta, United States | Posted on 11/04/2026

Join Stratford Davis | Remote Financial Services & Insurance Specialist

Stratford Davis is currently expanding its national sales team. We are looking for qualified individuals to serve as Remote Life Insurance Agents, educating clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

Key Accountabilities

Engage leads and prospective clients using modern digital channels and virtual communication systems.

Conduct financial needs assessments to design appropriate insurance strategies.

Oversee policy administration, application tracking, and carrier underwriting updates.

Build long-term policyholder relationships through regular client communication and reviews.

Engage in continuous professional development through company mentorship and product seminars.

Candidate Requirements

Active Life Insurance license in your home state (or commitment to obtain licensing).

Demonstrated proficiency with remote communication technology and virtual presentation software.

Strong time-management skills appropriate for a independent remote working environment.

Goal-oriented mindset with high ethical standards and attention to detail.

Flexible Operational Structure

4-day weekly work schedules tailored to professional-life balance.

Fully Remote Setup

Ability to operate from a home office or any remote location.

Comprehensive Infrastructure

Turnkey onboarding, lead resources, group health access, and annual trip incentives.

Compensation Note

This remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps.