Remote Life Insurance Specialist — 4-Day Week

Stratford Davis LLC; San Antonio (TX); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Fully remote setup

4-day work week

Lead resources

Annual trip incentives

Group health access

Job summary

Stratford Davis LLC is seeking a Remote Associate Financial Services & Insurance Specialist in San Antonio, TX. You will educate clients on life insurance policies, Indexed Universal Life protection, and retirement annuities from a fully remote setting.

Requires an active life insurance license (or commitment to obtain) and proven ability to work remotely with digital tools. The role offers a 4-day work week, lead resources, health access, and annual trip incentives, with commissions-based

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 with high ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients via digital channels and virtual systems.
• Conduct financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships through regular communication and reviews.

Skills

Remote communication

Life Insurance knowledge

Sales mindset

Time management

Job description

Stratford Davis LLC is seeking a Remote Associate Financial Services & Insurance Specialist in San Antonio, TX. You will educate clients on life insurance policies, Indexed Universal Life protection, and retirement annuities from a fully remote setting.

Requires an active life insurance license (or commitment to obtain) and proven ability to work remotely with digital tools. The role offers a 4-day work week, lead resources, health access, and annual trip incentives, with commissions-based