Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Fort Worth (TX); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Turnkey onboarding

Group health access

Annual trip incentives

Job summary

Stratford Davis is seeking an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and retirement annuities. This remote role is 100% commission-based and allows work from home across the United States.

You will engage leads, perform needs assessments, and manage policy administration while building long-term client relationships.

Qualifications

• Active Life Insurance license required or commitment to obtain licensing.
• Proficient 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 prospective clients through digital channels and virtual meetings.
• Perform financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships via regular communications and reviews.
• Participate in mentorship and product seminars for ongoing development.

Skills

Remote communication

Virtual presentations

Time management

Ethical standards

Job description

Associate Financial Services & Insurance Specialist

Dallas, United States | Posted on 10/13/2026

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. If you thrive in a self-directed environment where performance directly dictates financial rewards, we invite you to take the next step.