Remote Insurance & Financial Services Specialist

Stratford Davis LLC; Raleigh (NC); Remote; USD 60,000 - 85,000; 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 in Raleigh, NC is seeking an Associate Financial Services & Insurance Specialist to engage leads, assess client needs, and design appropriate insurance strategies while working fully remote. You will manage policy administration, track applications, and coordinate with carriers, building lasting relationships through regular reviews and proactive client communication.

This role supports professional development through mentorship and seminars, with a four-day work week and a

Qualifications

• Active Life Insurance license or commitment to obtain licensing.
• Proficient with remote communication technology and virtual presentation software.
• Strong time-management skills for an independent remote role.
• Goal-oriented with 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 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 professional development through mentorship and product seminars.

Skills

Remote work

Time management

Ethical standards

Client communication

Education

Life Insurance license

Tools

Remote presentation software

Job description

Stratford Davis LLC in Raleigh, NC is seeking an Associate Financial Services & Insurance Specialist to engage leads, assess client needs, and design appropriate insurance strategies while working fully remote. You will manage policy administration, track applications, and coordinate with carriers, building lasting relationships through regular reviews and proactive client communication.

This role supports professional development through mentorship and seminars, with a four-day work week and a