Associate Financial Services & Insurance Specialist

Stratford Davis LLC; New York (NY); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Remote work

Job summary

Stratford Davis LLC is expanding its national sales team and seeks qualified Remote Life Insurance Agents to educate clients on life policies, IUL protection, and guaranteed retirement annuities. You will engage leads via digital channels, assess needs, and manage policy administration while building lasting client relationships.

This 100% commission-based remote role offers flexibility with a 4-day work schedule and opportunities for professional development through mentorship and seminars.

Qualifications

• 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.

Responsibilities

• Engage leads and prospective clients using digital channels and virtual systems.
• Conduct financial needs assessments to design appropriate insurance strategies.
• Oversee policy administration, applications, and carrier underwriting updates.
• Build long-term policyholder relationships through regular client communication and reviews.
• Participate in mentorship and product seminars for ongoing development.

Skills

Life license

Remote communication

Time management

Ethical sales

Tools

Video/teleconferencing tools

Job description

Associate Financial Services & Insurance Specialist

New York, United States | Posted on 11/01/2026

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