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Stratford Davis

Stratford Davis

Associate Financial Services & Insurance Specialist

San Jose, US现场永久制全职

发布于 2026年10月17日

此职位以 EN 发布

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!


职位概览

工作类型

全职

所需技能

Life Insurance LicensingLife Insurance Product KnowledgeIndexed Universal Life (IUL) Product KnowledgeRetirement Annuity Product KnowledgeFinancial Needs AssessmentInsurance Strategy DesignDigital Client OutreachVirtual Communication TechnologyVirtual Presentation SoftwarePolicy AdministrationApplication TrackingCarrier Underwriting CoordinationClient Relationship ManagementRemote Time ManagementEthical Sales Practices

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Associate Financial Services & Insurance Specialist @ Stratford Davis,San Jose | Scovai | Scovai