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Stratford Davis

Stratford Davis

Associate Financial Services & Insurance Specialist

San Antonio, USVor OrtUnbefristetVollzeit

Veröffentlicht am 13. Okt. 2026

Marktbenchmark: Median 133.750 $

basierend auf 12 Stellenangeboten in San Antonio

Diese Stelle wird in EN ausgeschrieben

Join Stratford Davis | Remote Financial Services & Insurance Specialist

Stratford Davis is currently expanding its national sales team. We are looking for qualified individuals to serve as Remote Life Insurance Agents, educating clients on life insurance policies, Indexed Universal Life (IUL) protection, and guaranteed retirement annuities.

Key Accountabilities

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

Candidate Requirements

  • Active Life Insurance license in your home state (or commitment to obtain licensing).

  • Demonstrated proficiency with remote communication technology and virtual presentation software.

  • Strong time-management skills appropriate for a independent remote working environment.

  • Goal-oriented mindset with high ethical standards and attention to detail.

Position Benefits

  • Flexible Operational Structure: 4-day weekly work schedules tailored to professional-life balance.

  • Fully Remote Setup: Ability to operate from a home office or any remote location.

  • Comprehensive Infrastructure: Turnkey onboarding, lead resources, group health access, and annual trip incentives.

Compensation Note & Call to Action This remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps. If you thrive in a self-directed environment where performance directly dictates financial rewards, we invite you to take the next step.

Submit your resume today to schedule an preliminary interview with Stratford Davis!


Rollenübersicht

Jobart

Vollzeit

Erforderliche Kompetenzen

State Life Insurance Licensing (active or ability to obtain)Remote communication technology proficiency (video conferencing, virtual communication systems)Virtual presentation software proficiencyDigital lead generation and engagement (using modern digital channels)Financial needs assessment and insurance strategy designProduct knowledge of life insurance, Indexed Universal Life (IUL), and guaranteed retirement annuitiesPolicy administration and application trackingUnderstanding of carrier underwriting processes and ability to manage underwriting updatesClient relationship management and policyholder review communicationTime management and self-directed remote work disciplineSales goal orientation and commission-based performance focusEthical standards and attention to detail (compliance-focused conduct)Continuous professional development and participation in mentorship/product trainingCRM or lead management system proficiency

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Associate Financial Services & Insurance Specialist bei Stratford Davis in San Antonio | Scovai | Scovai