Associate Financial Services & Insurance Specialist

Stratford Davis LLC; San Antonio (TX); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Fully remote setup

4-day work week

Lead resources

Annual trip incentives

Group health access

Job summary

Stratford Davis LLC is seeking a Remote Associate Financial Services & Insurance Specialist in San Antonio, TX. You will educate clients on life insurance policies, Indexed Universal Life protection, and retirement annuities from a fully remote setting.

Requires an active life insurance license (or commitment to obtain) and proven ability to work remotely with digital tools. The role offers a 4-day work week, lead resources, health access, and annual trip incentives, with commissions-based

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 for independent remote work.
• Goal-oriented with high ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients via digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships through regular communication and reviews.

Skills

Remote communication

Life Insurance knowledge

Sales mindset

Time management

Job description

Associate Financial Services & Insurance Specialist

San Antonio, 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.

Compensation Note

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