Remote Life Insurance Specialist - High Earnings Potential

Stratford Davis LLC; Fort Worth (TX); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Turnkey onboarding

Group health access

Annual trip incentives

Job summary

Stratford Davis is seeking an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and retirement annuities. This remote role is 100% commission-based and allows work from home across the United States.

You will engage leads, perform needs assessments, and manage policy administration while building long-term client relationships.

Qualifications

• Active Life Insurance license required or commitment to obtain licensing.
• Proficient with remote communication technology and virtual presentation software.
• Strong time-management skills for independent remote work.
• Goal-oriented mindset with high ethical standards and attention to detail.

Responsibilities

• Engage leads and prospective clients through digital channels and virtual meetings.
• Perform financial needs assessments to design insurance strategies.
• Oversee policy administration, application tracking, and carrier underwriting updates.
• Build long-term policyholder relationships via regular communications and reviews.
• Participate in mentorship and product seminars for ongoing development.

Skills

Remote communication

Virtual presentations

Time management

Ethical standards

Job description

Stratford Davis is seeking an Associate Financial Services & Insurance Specialist to educate clients on life insurance policies, Indexed Universal Life (IUL) protection, and retirement annuities. This remote role is 100% commission-based and allows work from home across the United States.

You will engage leads, perform needs assessments, and manage policy administration while building long-term client relationships.