Associate Financial Services & Insurance Specialist

Stratford Davis LLC; Seattle (WA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Turnkey onboarding

Lead resources

Annual trip incentives

Job summary

Stratford Davis LLC is expanding its national sales team and seeks Remote Life Insurance Agents to educate clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities.

Role focuses on remote engagement, needs assessments, and policy administration, with 4-day weekly schedules and turnkey onboarding, lead resources, and annual trip incentives.

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 for independent remote work.
• High ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients using digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier updates.
• Build long-term policyholder relationships through regular client communication and reviews.
• Participate in company mentorship and product seminars for ongoing development.

Skills

Remote communication

Time management

Goal oriented

Ethical standards

Job description

Associate Financial Services & Insurance Specialist

Seattle, United States | Posted on 10/19/2026

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.