Remote Life Insurance Specialist — Flexible 4‑Day Week

Stratford Davis LLC; Kansas City (MO); A distancia; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Turnkey onboarding

Lead resources

Group health access

Annual trip incentives

Descripción de la vacante

Stratford Davis LLC seeks an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, IUL protection, and retirement annuities. This fully remote role supports a national sales team and offers a 4-day work week.

You will engage leads through digital channels, perform needs assessments, manage policy administration, and build long-term relationships with policyholders while benefiting from turnkey onboarding and lead resources.

Formación

• Active Life Insurance license in your home state or commitment to obtain licensing.
• Proficiency with remote communication technology and virtual presentation software.
• Strong time-management skills for an independent remote environment.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsabilidades

• Engage leads and prospective clients using 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 professional development through mentorship and product seminars.

Conocimientos

Remote communication

Time management

Ethical standards

Audience engagement

Herramientas

Virtual presentation software

Descripción del empleo

Stratford Davis LLC seeks an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, IUL protection, and retirement annuities. This fully remote role supports a national sales team and offers a 4-day work week.

You will engage leads through digital channels, perform needs assessments, manage policy administration, and build long-term relationships with policyholders while benefiting from turnkey onboarding and lead resources.