Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Nashville (TN); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Turnkey onboarding

Group health access

Annual trip incentives

Descripción de la vacante

Stratford Davis LLC is expanding its national sales team and seeking qualified individuals to serve as Remote Life Insurance Agents. You will educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

Responsibilities include engaging leads via digital channels, assessing needs, and managing policy administration. The role offers a fully remote setup with a 4-day weekly schedule focused on balance and growth.

Formación

• 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.

Responsabilidades

• 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 communication and reviews.
• Participate in mentorship and product seminars for professional development.

Conocimientos

Remote communication

Time management

Ethical standards

Goal-oriented

Educación

Active Life Insurance license

Herramientas

Video conferencing tools

Descripción del empleo

Associate Financial Services & Insurance Specialist

Nashville, 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.

Compensation Note & Call to ActionThis remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps. If you thrive in a self-directed environment where performance directly dictates financial rewards, we invite you to take the next step.