Associate Financial Services & Insurance Specialist

Stratford Davis; Kansas City (MO); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Résumé du poste

Stratford Davis LLC seeks an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, IUL protection, and retirement annuities. This fully remote role supports a national sales team and offers a 4-day work week.

You will engage leads through digital channels, perform needs assessments, manage policy administration, and build long-term relationships with policyholders while benefiting from turnkey onboarding and lead resources.

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

Responsabilités

• Engage leads and prospective clients using 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 professional development through mentorship and product seminars.

Connaissances

Remote communication

Time management

Ethical standards

Audience engagement

Outils

Virtual presentation software

Description du poste

Associate Financial Services & Insurance Specialist

Kansas City, United States | Posted on 11/04/2026

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.