Associate Financial Services & Insurance Specialist

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

Benefits offered by this job

Turnkey onboarding

Group health access

Annual trip incentives

Job summary

Stratford Davis is seeking a remote Associate Financial Services & Insurance Specialist to educate clients on life insurance, IUL protection, and retirement annuities. The role is fully remote with a 4-day work week and commission-based earnings.

Applicants must hold an active Life Insurance license or commit to obtain it, and be proficient with remote communication tools. This position offers flexible scheduling and opportunities for mentorship and ongoing product training.

Qualifications

• Active Life Insurance license in your 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 systems.
• Conduct financial needs assessments to tailor 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

Time management

Goal oriented

Ethical standards

Customer service

Education

Active Life Insurance license (home state)

Tools

Zoom

WebEx

Job description

Associate Financial Services & Insurance Specialist

Sacramento, United States | Posted on 11/01/2026

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.

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