Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Indianapolis (IN); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Group health access

Annual trip incentives

Turnkey onboarding

Job summary

Stratford Davis LLC is seeking an Associate Financial Services & Insurance Specialist in Indianapolis, IN. This remote role focuses on engaging leads, assessing client needs, and managing policy administration while building lasting relationships.

You will operate with a 4-day workweek structure and participate in ongoing professional development, including mentorship and seminars. This position is 100% commission-based with unlimited earning potential.

Qualifications

• Must hold an active Life Insurance license or be willing to obtain licensing.
• Proficiency with remote communication technology and virtual presentation software.
• Strong time-management skills for independent remote work.
• High ethical standards with attention to detail and goal orientation.

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 ongoing professional development through mentorship and product seminars.

Skills

Life Insurance license

Remote communication tools

Time management

Sales & relationship building

Job description

Associate Financial Services & Insurance Specialist

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

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.