Associate Financial Services & Insurance Specialist

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 120,000; 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, a remote Financial Services & Insurance Specialist, seeks qualified individuals to educate clients on life insurance, IUL protection, and retirement products from a home office.

Requirements include an active life license or commitment to obtain one, strong remote presentation skills, and a disciplined, ethical, results-driven approach to client education and sales.

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 via 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

Remote sales

Communication skills

Time management

Sales mindset

Tools

Video conferencing

Job description

Associate Financial Services & Insurance Specialist

San Jose, United States | Posted on 10/17/2026

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.

Benefits

• 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. If you thrive in a self-directed environment where performance directly dictates financial rewards.