Associate Financial Services & Insurance Specialist

Stratford Davis; Oklahoma City (OK); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Group health access

Annual trip incentives

4-day work week

Job summary

Stratford Davis is expanding its national sales team and seeks Remote Life Insurance Agents to educate clients on life insurance, IUL protection, and guaranteed retirement annuities.

The role emphasizes engaging leads via digital channels, performing needs assessments, and maintaining client relationships. It operates fully remotely with a four-day weekly schedule, turnkey onboarding, and incentives for performance.

Qualifications

• Active Life Insurance license 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, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships through regular client communication and reviews.
• Engage in continuous professional development through mentorship and product seminars.

Skills

Active Life Insurance license

Remote communication

Time management

Goal-oriented mindset

Ethical standards

Tools

Virtual presentation software

Remote communication technology

Job description

Associate Financial Services & Insurance Specialist

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.

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