Associate Financial Services & Insurance Specialist

Stratford Davis LLC; San Antonio (TX); Teletrabalho; USD 60 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

4-day workweek

Fully remote setup

Turnkey onboarding

Resumo da oferta

Stratford Davis LLC is expanding its national sales team and seeking qualified individuals to serve as Remote Life Insurance Agents. You will educate clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities.

Join us to work remotely from a home office, leveraging digital channels to engage leads, perform needs assessments, and manage policy administration with mentorship and ongoing training opportunities.

Qualificações

• 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 for an independent remote working environment.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsabilidades

• 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 ongoing professional development through mentorship and product seminars.

Conhecimentos

Remote communication

Time management

Independent work

Ethical standards

Ferramentas

Presentation software

Video conferencing

Descrição da oferta de emprego

Associate Financial Services & Insurance Specialist

San Antonio, United States | Posted on 10/25/2026

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.