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Stratford Davis

Stratford Davis

Associate Financial Services & Insurance Specialist

San Diego, USVor OrtUnbefristetVollzeit

Veröffentlicht am 25. Okt. 2026

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

Life Insurance Product KnowledgeIndexed Universal Life (IUL) and Retirement Annuity KnowledgeFinancial Needs AssessmentInsurance Strategy DesignLead Prospecting and Client EngagementRemote Communication TechnologyVirtual Presentation SoftwarePolicy Administration and Application TrackingCarrier Underwriting CoordinationClient Relationship ManagementLife Insurance LicensingRemote Time Management and Self-DirectionEthical Judgment and Attention to Detail

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