Associate Financial Services & Insurance Specialist

Stratford Davis; Portland (OR); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Flexible 4-day workweek

Fully remote setup

Turnkey onboarding

Group health access

Job summary

Stratford Davis is expanding its national sales team and seeks qualified individuals to act as Remote Life Insurance Agents, educating clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities.

As a Remote Specialist, you will engage leads, perform needs assessments, manage policy administration, and build long-term client relationships. Strong licensing and remote-work capabilities are required.

Qualifications

• Active Life Insurance license or commitment to obtain licensing.
• Proficient with remote communication technology and virtual presentation software.
• Strong time-management skills for independent remote work.
• Goal-oriented mindset with high ethics and attention to detail.

Responsibilities

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

Skills

Life Insurance license

Remote communication tools

Video conference skills

Time management

Attention to detail

Tools

Video conferencing tools

Presentation software

Job description

Associate Financial Services & Insurance Specialist

Portland, United States | Posted on 11/12/2026

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.