Associate Financial Services & Insurance Specialist

Stratford Davis; Las Vegas (NV); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

4-day work week

Fully remote setup

Turnkey onboarding and lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis is expanding its national sales team and seeking Remote Life Insurance Agents to educate clients on life policies, IUL protection, and retirement annuities.

Responsibilities include engaging leads through digital channels, assessing client needs, and maintaining policy administration with carrier updates. A remote-friendly, mentor-supported role offers ongoing training and performance-based growth.

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

Responsibilities

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

Skills

Remote communication

Time management

Ethical standards

Detail orientation

Education

Life Insurance license (home state)

Job description

Associate Financial Services & Insurance Specialist

Las Vegas, United States | Posted on 11/12/2026

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.

Benefits

• 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.