Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Houston (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC in Houston, TX seeks an Associate Financial Services & Insurance Specialist to engage leads, assess client needs, and design tailored insurance strategies. This fully remote role emphasizes independent work and proactive client management.

The position offers 4-day work weeks, turnkey onboarding, lead resources, and health access, with compensation on a 100% commission basis and annual trip incentives. Licensing or pursuit of licensure is required.

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 suitable for an independent remote working environment.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients using digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships through regular client communication and reviews.
• Participate in ongoing professional development through mentorship and seminars.

Education

Life Insurance license (active or in progress)

Job description

Associate Financial Services & Insurance Specialist

Houston, United States | Posted on 11/01/2026

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 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.