Associate Financial Services & Insurance Specialist

Stratford Davis LLC; California; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC is expanding its national sales team by seeking qualified individuals to serve as Remote Life Insurance Agents. You will educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities from a home office.

The role emphasizes remote engagement, ongoing client reviews, and professional development through company mentorship and seminars, with a fully remote, commission-based structure.

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 role.
• 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 mentorship and seminars.

Skills

Remote communication tools

Virtual presentations

Time management

Independent remote work

Education

Life Insurance license (or pursuing)

Job description

Associate Financial Services & Insurance Specialist

Los Angeles, United States

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 an 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.

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