Associate Financial Services & Insurance Specialist

Stratford Davis LLC; San Antonio (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Group health access

Annual trip incentives

Job summary

Stratford Davis is expanding its national sales team and seeks qualified Remote Life Insurance Agents. You will educate clients on life insurance policies, Indexed Universal Life protection, and retirement products from a home office.

You will engage leads through digital channels, perform needs assessments, and manage policy administration and carrier updates. A licensed life insurance credential (or commitment to obtain) is required, with a focus on ethics and independent remote work.

Qualifications

• Active Life Insurance license in home state (or commitment to obtain licensing).
• Proficiency with remote communication technology and virtual presentation software.
• Strong time-management skills appropriate for an 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

Remote communication

Time management

Attention to detail

High ethical standards

Tools

Video conferencing tools

Job description

Associate Financial Services & Insurance Specialist

San Antonio, United States

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.