Remote Life Insurance Specialist — Flexible 4‑Day Week

Stratford Davis LLC

Denver (CO)

Remote

USD 60,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

4-day workweek
Fully remote
Onboarding support
Lead resources
Group health access
Annual trip incentives

Job summary

Stratford Davis LLC in Denver, Colorado, is expanding its national Remote Financial Services & Insurance team. We seek qualified individuals to educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities, all remotely.

As an Associate Specialist, you will engage leads via digital channels, perform needs assessments, and manage policy applications.

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 an independent remote role.
  • Goal-oriented mindset 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 insurance strategies.
  • Oversee policy administration, application tracking, and underwriting updates.
  • Build long-term policyholder relationships through regular client reviews.
  • Participate in company mentorship and product seminars.

Skills

Life Insurance license
Remote communication
Time management
Attention to detail

Tools

Video conferencing
Virtual presentation software

Job description

Stratford Davis LLC in Denver, Colorado, is expanding its national Remote Financial Services & Insurance team. We seek qualified individuals to educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities, all remotely.

As an Associate Specialist, you will engage leads via digital channels, perform needs assessments, and manage policy applications.

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