Associate Financial Services & Insurance Specialist

Zohorecruit; New Haven (CT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

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

This fully remote role offers flexible 4-day work weeks, turnkey onboarding, lead resources, group health access, and annual trip incentives. Join from anywhere in the U.S. with unlimited earning potential.

Qualifications

• Active life insurance license in home state (or commitment to obtain)
• Proficiency with remote communication technology and virtual presentation software
• Strong time-management skills for independent remote work
• Goal-oriented with high ethical standards and attention to detail

Responsibilities

• Engage leads and prospective clients using digital channels
• Conduct financial needs assessments to design insurance strategies
• Oversee policy administration, application tracking, and underwriting updates
• Build long-term relationships through regular client communication and reviews
• Participate in ongoing professional development through mentorship and seminars

Skills

Remote communication

Virtual presentations

Time management

Ethical standards

Sales/Insurance knowledge

Education

Active Life Insurance license

State licensing commitment

Tools

Video conferencing tools

Remote collaboration tools

Job description

Associate Financial Services & Insurance Specialist

New Haven, United States | Posted on 10/10/2026

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.

This remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps.