Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Fresno (CA); Remote; USD 85,000 - 150,000; Full time

Benefits offered by this job

Fully remote

4-day week

Group health access

Annual trips

Job summary

Stratford Davis LLC in Fresno, CA invites remote Life Insurance Agents to join its national sales team. You will educate clients on life policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities from a home office.

This 100% commission-based role offers flexibility with a 4-day workweek, turnkey onboarding, access to lead resources, and annual trip incentives. Licensing in your home state or commitment to obtain it is required.

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 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 mentorship and product seminars.

Job description

Associate Financial Services & Insurance Specialist

Fresno, United States | Posted on 10/15/2026

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 Note

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.