Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Little Rock (AR); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Turnkey onboarding

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC in the United States seeks an Associate Financial Services & Insurance Specialist to engage clients remotely, assess needs, and design personalized insurance strategies.

You will manage policy administration and carrier updates, build lasting relationships, and participate in ongoing professional development.

This fully remote role offers 4-day weeks and turnkey onboarding, supporting independent professionals working from a home office.

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 environment.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsibilities

• 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 continuous professional development through mentorship and product seminars.

Skills

Life Insurance licensing

Remote communication tools

Time management

Attention to detail & ethics

Job description

Associate Financial Services & Insurance Specialist

Little Rock, United States

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.