Associate Financial Services & Insurance Specialist
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-10-16
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Insurance
Insurance Sales -
Sales
Insurance Sales, Remote Sales
New Haven, United States | Posted on 10/13/2026
Join Stratford Davis | Remote Financial Services & Insurance SpecialistStratford 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 AccountabilitiesEngage 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 RequirementsActive 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.
- 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.
This remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps.
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