Associate Financial Services & Insurance Specialist

Stratford Davis LLC; New Haven (CT); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

4-day work weeks

Fully remote setup

Turnkey onboarding

Annual trip incentives

Group health access

Job summary

Stratford Davis LLC in New Haven, CT is seeking Remote Life Insurance Agents to educate clients on life policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

Engage leads via digital channels, perform needs assessments, and manage policy administration with mentorship and seminars. This 100% commission-based role offers flexible 4-day weeks and fully remote setup to support work-life balance.

Qualifications

• Active Life Insurance license in home state (or commitment to obtain licensing).
• Experience 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 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.

Skills

Life insurance license

Remote communication

Presentation software

Time management

Attention to detail

Ethical standards

Tools

Virtual presentation software

Job description

Associate Financial Services & Insurance Specialist

New Haven, United States | Posted on 10/13/2026

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.