Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Omaha (NE); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Group health access

Annual trip incentives

100% commission-based earnings

Job summary

Stratford Davis LLC in the United States is expanding its national remote sales team and seeks qualified individuals to serve as Remote Life Insurance Agents, educating clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

This 100% commission-based role empowers you to operate from a home office while engaging clients via digital channels, with turnkey onboarding, leads, and ongoing mentorship.

Qualifications

• Active Life Insurance license in your home state (or commitment to obtain).
• Proficiency with remote communication tech and virtual presentation tools.
• Strong time-management for independent remote work.
• Goal-oriented with high ethical standards and attention to detail.

Responsibilities

• Engage leads and educate clients on life insurance options remotely.
• Conduct financial needs assessments to tailor policy strategies.
• Oversee policy administration and application progress with carriers.
• Build long-term relationships through regular reviews and communication.
• Participate in company mentorship and product seminars for ongoing development.

Skills

Time management

Remote communication

Client communication

Attention to detail

Ethical standards

Tools

Virtual presentation software

Remote collaboration tools

Job description

Associate Financial Services & Insurance Specialist

Omaha, United States | Posted on 10/13/2026

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.

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