Associate Financial Services & Insurance Specialist

Zohorecruit; Fresno (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Lead resources

Group health access

Turnkey onboarding

Annual trip incentives

Job summary

Stratford Davis is seeking an Associate Financial Services & Insurance Specialist to join its remote national sales team from Fresno, CA. This 100% commission-based role focuses on educating clients about life insurance policies, IUL protection, and retirement products.

You will engage leads through digital channels, perform needs assessments, and manage policy administration with mentorship and ongoing product seminars. 4-day weeks and fully remote setup offered.

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 role.
• High ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients using digital channels.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, applications, and underwriting updates.
• Build long-term policyholder relationships through regular reviews.
• Participate in mentorship and product seminars.

Skills

Active Life Insurance license

Remote communication tech

Time-management

Goal-oriented & detail-oriented

Job description

Associate Financial Services & Insurance Specialist

Fresno, United States

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 & Call to Action

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