Associate Financial Services & Insurance Specialist

Stratford Davis LLC; New Haven (CT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Group health access

Annual trip incentives

Turnkey onboarding

Job summary

Stratford Davis LLC is expanding its national remote life insurance team. The role focuses on educating clients about life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities, with a 100% commission structure.

Qualified candidates hold a Life Insurance license, are proficient with remote communication, and can manage time effectively in a flexible, four-day workweek from a home office.

Qualifications

• Active Life Insurance license in your home state (or commitment to obtain licensing).
• Proficiency with remote communication technology and virtual presentation software.

Responsibilities

• Engage leads and clients through digital channels and virtual meetings.
• Conduct financial needs assessments to tailor insurance solutions.
• Oversee policy administration, applications, and underwriting updates.
• Build long-term relationships through regular client communication and reviews.

Skills

Remote communication

Time management

Sales aptitude

Ethical standards

Education

Life Insurance license (home state)

Tools

Video conferencing tools

Job description

Associate Financial Services & Insurance Specialist

New Haven, United States | Posted on 10/17/2026

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 Action

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