Associate Financial Services & Insurance Specialist

Stratford Davis LLC; North Carolina; Remote; USD 55,000 - 95,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC is expanding its national remote sales team and seeks qualified individuals to fill the Associate Financial Services & Insurance Specialist role.

As a Remote Life Insurance Agent, you will educate clients on life policies, Indexed Universal Life protections, and guaranteed retirement annuities, while building lasting relationships through ongoing reviews and mentorship opportunities.

Qualifications

• 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.

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

Time management

Client communication

Ethical standards

Tools

Video conferencing

Presentation software

Job description

Associate Financial Services & Insurance Specialist

Columbus, United States | Posted on 10/15/2026

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.