Associate Financial Services & Insurance Specialist

Stratford Davis; New Orleans (LA); Remote; USD 60,000 - 240,000; Full time

Benefits offered by this job

Fully remote work

4-day workweek

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis is expanding its national sales team to hire Remote Life Insurance Agents. You will educate clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities from a home office.

The role emphasizes digital outreach, client needs assessments, and ongoing policy management. The position offers a 4-day workweek, fully remote setup, and turnkey onboarding with lead resources, health access, and incentives.

Qualifications

• Active Life Insurance license in home state or plan to obtain.
• Proficiency with remote communication technologies and virtual presentation software.
• Strong time-management skills for independent remote work.
• Goal-oriented mindset with high ethical standards.

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

Remote communication

Virtual presentation tools

Time management

Ethical standards

Sales mindset

Education

Life Insurance license

Job description

Associate Financial Services & Insurance Specialist

New Orleans, United States | Posted on 11/12/2026

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. If you thrive in a self-directed environment where performance directly dictates financial rewards, we invite you to take the next step.