Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Boise (ID); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Résumé du poste

Stratford Davis LLC is seeking remote life insurance agents to educate clients on insurance policies, IUL protection, and retirement annuities. This national, high-velocity role operates fully remotely with a 4-day workweek and turn-key onboarding.

You will manage leads, conduct needs assessments, and maintain client relationships while leveraging mentorship and product seminars to grow your practice. Compensation is commission-based with unlimited earning potential.

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.

Responsabilités

• Engage leads and prospective clients using 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 professional development through mentorship and product seminars.

Connaissances

Remote work

Time management

Ethical standards

Sales mindset

Outils

Video conferencing software

Remote presentation software

Description du poste

Associate Financial Services & Insurance Specialist

Boise, United States | Posted on 10/19/2026

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 & Call to Action

This remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps. If you thrive in a self-directed environment where performance directly dictates financial rewards, we invite you to take the next step.