Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Milwaukee (WI); Remote; USD 42,000 - 78,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC is seeking an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, IUL protection, and retirement annuities.

The role is fully remote nationwide, with 4-day weekly schedules and turnkey onboarding, lead resources, and group health access. You will engage clients digitally, assess needs, and maintain policy administration through ongoing reviews.

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 a remote independent 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 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.

Skills

Remote communication

Time management

Ethical standards

Client relations

Tools

Virtual presentation software

Job description

Associate Financial Services & Insurance Specialist

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

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.