Associate Financial Services & Insurance Specialist

Zohorecruit; Boise (ID); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote setup

Turnkey onboarding

Group health access

Annual trip incentives

Job summary

Stratford Davis is seeking a Remote Life Insurance Specialist to educate clients on life insurance policies and retirement solutions. This role is fully remote with a 4-day work week and turnkey onboarding.

You will manage leads, conduct needs assessments, and build long-term relationships with policyholders while staying current through mentorship and product seminars.

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 an independent remote working environment.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients using digital channels and virtual communication tools.
• 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 mentorship and product seminars.

Skills

Remote communication tools

Time management

Independent work

Ethical standards

Education

Life Insurance license (active)

Job description

Associate Financial Services & Insurance Specialist

Boise, United States | Posted on 10/10/2026

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.