Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Birmingham (AL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Lead resources

Group health access

Annual trip incentives

Turnkey onboarding

Job summary

Stratford Davis is expanding its national sales team and seeking Remote Life Insurance Agents to educate clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities.

In this fully remote role based in Birmingham, you will engage leads through digital channels, perform financial needs assessments, oversee policy administration and underwriting updates, and build long-term client relationships through regular reviews and ongoing mentorship.

Qualifications

• Active Life Insurance license in home state (or commitment to obtain licensing).
• Proficiency with remote communication technology and virtual presentation software.
• Strong time-management skills for independent remote work.
• High ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients using 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 mentorship and product seminars.

Skills

Remote communication

Virtual presentations

Time management

Ethical standards

Attention to detail

Tools

Zoom

Job description

Associate Financial Services & Insurance Specialist

Birmingham, United States | Posted on 10/28/2026

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:4day 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.