Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Seattle (WA); Remote; USD 70,000 - 130,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Job summary

Stratford Davis LLC is seeking an Associate Financial Services & Insurance Specialist to join our remote national team from Seattle. You will educate clients on life insurance policies, IUL protection, and retirement annuities, driving client outcomes from a home office.

This 100% commission-based role offers flexible 4-day weekly schedules and strong professional development opportunities through mentorship and product seminars.

Qualifications

• Active life insurance license in home state or commitment to obtain licensing.
• Proficient 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 using digital channels.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, tracking, and carrier underwriting updates.
• Build long-term policyholder relationships through regular client communication and reviews.
• Engage in mentorship and product seminars.

Skills

Remote communication tools

Time management

Independent remote work

Client relations

Education

Life Insurance license (home state)

Job description

Associate Financial Services & Insurance Specialist

Seattle, 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

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 are looking for individuals who can match these goals.