Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Atlanta (GA); À distance; USD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Group health access

Turnkey onboarding

Annual trip incentives

Remote work flexibility

Résumé du poste

Stratford Davis LLC is expanding its nationwide remote life insurance practice and seeks qualified individuals to educate clients on life policies, Indexed Universal Life (IUL) protection, and retirement annuities.

The role is fully remote, 100% commission-based, with a 4-day workweek structure and turnkey onboarding, lead resources, and group health access to support you as you build a scalable client book.

Qualifications

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

Responsabilités

• Engage leads and prospective clients using modern digital channels and virtual 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.

Connaissances

Life Insurance license

Remote work

Time management

High ethics

Outils

Remote communication tech

Virtual presentation software

Description du poste

Associate Financial Services & Insurance Specialist

Atlanta, United States | Posted on 10/15/2026

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.