Associate Financial Services & Insurance Specialist

Stratford Davis LLC; California; À distance; USD 60 000 - 140 000; Plein temps

Avantages offerts par ce poste

Remote work

Turnkey onboarding

Group health access

Annual trip incentives

Résumé du poste

Stratford Davis LLC is expanding its national sales team and seeking remote Life Insurance Agents to educate clients on life policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

As a fully remote role, you will engage leads via digital channels, conduct needs assessments, manage policy administration, and build long-term relationships while participating in ongoing 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 independent remote work.
• High ethical standards and attention to detail.

Responsabilités

• Engage leads and clients via digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term relationships with policyholders through regular communication and reviews.
• Engage in mentorship and product seminars to stay current.

Connaissances

Remote communication

Virtual presentations

Time management

Attention to detail

Formation

Life Insurance license (home state)

Outils

Zoom/Teams

Description du poste

Associate Financial Services & Insurance Specialist

San Diego, United States | Posted on 10/25/2026

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

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