Associate Financial Services & Insurance Specialist

Zohorecruit; Tampa (FL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work setup

Flexible 4-day workweek

Lead resources

Annual trip incentives

Job summary

Stratford Davis in the United States is seeking qualified Remote Life Insurance Agents to educate clients on life insurance policies, Indexed Universal Life protection, and guaranteed retirement annuities. This role is fully remote with a 4-day workweek and flexible scheduling, designed for professionals seeking independence.

You will engage leads via digital channels, conduct needs assessments, manage applications and carrier updates, and build ongoing client relationships through regular

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 mindset 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, application tracking, and underwriting updates.
• Build long-term policyholder relationships through regular reviews.
• Participate in mentorship and product seminars for ongoing development.

Skills

Life Insurance license

Remote communication tech

Time management

Ethical standards

Tools

Virtual presentation software

Job description

Associate Financial Services & Insurance Specialist

Tampa, United States

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.