Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Detroit (MI); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

4-day workweek

Remote/home office

Turnkey onboarding and lead resources

Job summary

Stratford Davis LLC is seeking a Remote Financial Services & Insurance Specialist to educate clients on life insurance, IUL protection, and retirement annuities. You will work remotely to engage leads, assess needs, and manage policy applications.

Qualified candidates hold a Life Insurance license (or commit to obtain) and excel in remote communication and time management. The role emphasizes independence with daily remote collaboration and development opportunities.

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 independent remote work.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsibilities

• Engage leads and clients using digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, applications, and underwriting updates.
• Build long-term policyholder relationships through regular communications.

Skills

Remote communication

Time management

Goal orientation

Attention to detail

Education

Active Life Insurance license (home state) or plan to obtain licensing

Tools

Virtual presentation software

Digital communication platforms

Job description

Associate Financial Services & Insurance Specialist

Detroit, United States | Posted on 10/28/2026

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 an independent remote working environment.


• Goal-oriented mindset with high ethical standards and attention to detail.

Benefits

• 4-day weekly work schedules tailored to professional-life balance.


• Ability to operate from a home office or any remote location.


• 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.