Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Denver (CO); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

4-day workweek

Fully remote setup

Turnkey onboarding

Annual trip incentives

Job summary

Stratford Davis LLC in Denver, CO is seeking an Associate Financial Services & Insurance Specialist to engage leads, assess client needs, and design insurance strategies in a fully remote setup. The role emphasizes relationship-building, ongoing client reviews, and adherence to regulatory requirements.

The position offers a 100% commission-based compensation structure with unlimited earning potential, plus 4-day workweeks, turnkey onboarding, lead resources, and annual trip incentives to support

Qualifications

• 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.

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 company mentorship and product seminars.

Skills

Remote communication

Time management

Ethical standards

Client relationships

Job description

Associate Financial Services & Insurance Specialist

Denver, United States

Join Stratford Davis | Remote Financial Services & Insurance Specialist

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.

Compensation Note

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