Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Raleigh (NC); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC is seeking Remote Life Insurance Agents to educate clients on life insurance policies, IUL protection, and retirement annuities. This fully remote role operates nationwide, with a 4-day workweek and a commission-based compensation structure.

Candidates should hold an active life insurance license (or commit to obtaining one) and be proficient with remote communication and presentation tools.

Qualifications

• Active Life Insurance license in your home state (or commitment to obtain licensing).
• 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

Life insurance license

Remote communication tools

Time management

Ethical standards

Tools

Video conferencing tools

Remote presentation software

Job description

Associate Financial Services & Insurance Specialist

Raleigh, 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. If you thrive in a self-directed environment where performance directly dictates financial rewards, we invite you to take the next step.