Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Oakland (CA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

4-day work week

Fully remote setup

Turnkey onboarding

Job summary

Stratford Davis LLC is expanding its national sales team and seeks remote Life Insurance Agents to educate clients on life policies, IUL protection, and retirement products. You will handle leads, perform needs assessments, and manage policy administration from a home office.

This 100% commission-based role offers a flexible 4-day work week, remote setup, and ongoing mentorship with product seminars to support success in a nationwide market.

Qualifications

• Active Life Insurance license in your home state (or commitment to obtain licensing).
• Strong time-management skills for independent remote work.
• Proficiency with remote communication technology and virtual presentation software.
• High ethical standards and attention to detail.

Responsibilities

• Engage leads and clients through digital channels and virtual meetings.
• Educate clients on life insurance policies, IUL protection, and retirement products.
• Oversee policy administration, applications, and carrier underwriting updates.
• Build long-term relationships through regular client reviews and follow-ups.
• Participate in mentorship and product seminars for professional development.

Skills

Life insurance licensing

Remote communication

Time management

Ethical standards/attention to detail

Tools

Remote presentation software

Virtual communication platforms

Job description

Oakland, United States | Posted on 10/19/2026

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.