Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Raleigh (NC); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

4-day work week

Fully remote setup

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC in Raleigh, NC is seeking an Associate Financial Services & Insurance Specialist to engage leads, assess client needs, and design appropriate insurance strategies while working fully remote. You will manage policy administration, track applications, and coordinate with carriers, building lasting relationships through regular reviews and proactive client communication.

This role supports professional development through mentorship and seminars, with a four-day work week and a

Qualifications

• Active Life Insurance license or commitment to obtain licensing.
• Proficient with remote communication technology and virtual presentation software.
• Strong time-management skills for an independent remote role.
• Goal-oriented 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 professional development through mentorship and product seminars.

Skills

Remote work

Time management

Ethical standards

Client communication

Education

Life Insurance license

Tools

Remote presentation software

Job description

Associate Financial Services & Insurance Specialist

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

Join Stratford Davis | Remote Financial Services & Insurance Specialist

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.