Remote Life Insurance Specialist | 4-Day Week + Turnkey Leads

Stratford Davis LLC

Cheyenne (WY)

Remote

USD 40,000 - 70,000

Full time

4 days ago

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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 national remote sales team. The role focuses on educating clients about life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

As a remote Life Insurance Agent, you will engage leads through digital channels, conduct financial needs assessments, and manage policy administration with carrier updates.

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 ethics and attention to detail.

Responsibilities

Engage leads and clients using digital channels and virtual communication 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 client communication and reviews.
Engage in professional development through mentorship and product seminars.

Skills

Remote communication

Time management

Ethical standards

Client relationship management

Education

Active Life Insurance license

Tools

Video conferencing tools

Job description

As a remote Life Insurance Agent, you will engage leads through digital channels, conduct financial needs assessments, and manage policy administration with carrier updates.

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