Associate Financial Services & Insurance Specialist
Stratford Davis LLC
Associate Financial Services & Insurance Specialist
Milwaukee, United States | Posted on 11/01/2026 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. 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. #J-18808-LjbffrVacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Services & Insurance Specialist in Milwaukee, WI vacancy
- ...About the Opportunity Rivercity Insurance and Financial Services is looking for driven and motivated Agents to join our growing team. This opportunity is ideal for: Aspiring Insurance Agents and Sales Agents Career shifters and part-time seekers Individuals...SuggestedPart timeImmediate startRemote workFlexible hours
Rivercity Insurance & Financial Services
Milwaukee, WI1 day ago $1,000 per month
...their futures through Life, Health, Annuity, Membership, and Financial Services products. In this role, you'll combine consultative sales,... ...Key Responsibilities: Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within...SuggestedBase plus commissionFull timeTemporary workPart timeWork at officeLocal areaImmediate startRelocation packageMonday to FridayFlexible hoursShift workAfternoon shift- ...Job Description About the Opportunity \n Rivercity Insurance and Financial Services is looking for driven and motivated Agents to join our growing team. \n \n This opportunity is ideal for: \n \n Aspiring Insurance Agents and Sales Agents \n Career...SuggestedPart timeImmediate startRemote workFlexible hours
Rivercity Insurance & Financial Services
Milwaukee, WI13 days ago - ...Associate General Counsel, Corporate, Transactions & Finance About the Company A well-established, global market leader with... ...strong reputation for innovation and growth Industry Financial Services Type Privately Held About the Role The Company is...Suggested
$41.5k - $54.5k
...ServiceDelivers exceptional service to BMO customers and prospects... ...and guidance regarding financial solutions that are in the best... ...banking solutions to refer to specialists.Passionate commitment to... ...rewards. BMO also offers health insurance, tuition reimbursement,...SuggestedContract workPart timeLocal areaDay shiftBMO Financial
Milwaukee, WI3 days ago- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and... ...using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly...
$65k
...& Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound... .... State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required....Full timeFlexible hoursChamberlain Agencies
Milwaukee, WI4 days ago- ...advancementTraining & developmentVision insurance Are you someone who thrives on competition... ...who want to build a career as holistic financial planners, individuals passionate about... ...growth. Our team is made up of motivated, service-minded leaders dedicated to making a...Work from homeFlexible hours
Wisconsin Region Modern Woodmen of America
Milwaukee, WI1 day ago $20 - $21 per hour
...the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional... ...is currently seeking a Service Specialist to join our team in Milwaukee,... ...qualifications. Benefits Medical insurance Dental insurance Vision...Hourly payWork experience placementWork at officeMonday to FridayFlexible hoursShift work- ...finance; from HR Business Partners to export specialists — create braggingly happy customers... ...; to ensure that you contribute to the financial best interest of the store.... ...and cleaning steps completed to other associates Follow all PPE and Safety Guidelines...Immediate startVisa sponsorshipWork visa
SpartanNash Associates, LLC
Milwaukee, WI3 days ago - ...PACE Equity, Inc. is seeking an Associate General Counsel to lead legal, transactional, and strategic initiatives in the realm of C-PACE and commercial real estate finance. You will work closely with executive leadership and multiple internal teams on nationwide transactions...
PACE Equity LLC
Milwaukee, WI4 days ago - ...to the timely and efficient billing and collection of private insurance receivables for a group of facilities in a central billing environment... ...that reinforces the values necessary to be the premier health services provider and employer in each of the communities we serve. We...Full timePart time
Elroy Health Services
Milwaukee, WI4 days ago - PACE Equity, a Milwaukee-based real estate finance firm, seeks an in-house attorney to support commercial real estate transactions and regulatory initiatives. You will draft and negotiate financing documents, coordinate with external counsel, and help manage corporate ...
PACE Equity LLC
Milwaukee, WI3 days ago - ...finance; from HR Business Partners to export specialists — create braggingly happy customers... ...; to ensure that you contribute to the financial best interest of the store.... ...and cleaning steps completed to other associates Follow all PPE and Safety Guidelines...Part timeVisa sponsorshipWork visa
$15 - $21 per hour
Walmart is seeking Cashiers / Front End Associates to assist customers with purchases, operate... ..., and provide general customer service throughout the front-end area. This position... ...benefits including health, dental, and vision insurance, 401(k) with company match, paid time...Hourly payFull timePart timeShift workNight shift$15 per hour
...and working to deliver excellent customer service that addresses all the customer's needs... ...wage, flexible hours, and an associate discount. Part-time associates, based on... ...and vision coverage, and including life insurance. Part-time associates may also be eligible...Hourly payPart timeSeasonal workFlexible hoursNight shift- No prior industry experience required Meet with clients on Zoom to help them enroll in benefit programs Explain options in a clear, simple, and relatable way Help clients complete online enrollment forms accurately Schedule and manage virtual appointments ...Full time
Zuzick Organization of Globe Life
Milwaukee, WI1 day ago $18 per hour
...customers and facilitating their technology and service needs in a fast-paced environment. It... ...90 days working at T-Mobile, Mobile Associates receive on-the-job training and are... ...bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaRelocation packageFlexible hoursT-Mobile
Greendale, WI1 day ago- ...seeking a Technology Assurance Associate to join our Audit and... ...accuracy and reliability of client financial information while upholding... ...work in a professional services capacity Must reside within... ...coverage, disability and life insurance, 401(k) plans, and a robust...Full timeSummer workH1bLocal areaNight shift3 days per week
KPMG LLP
Milwaukee, WI2 days ago $75k
...Associate, Product Management Country: Estados Unidos It Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this...Hourly payFull timeContract workShift workBanco Santander
Milwaukee, WI5 days ago- ...Associate Specialist, BPS Operations Processing At FIS, our technology and our people are moving forward. We advance the way the world pays,... ...Doing Develops understanding of and defines client products and services through information gathering sessions to determine how FIS...
Fisglobal
Milwaukee, WI3 days ago $23k
...Associate Financial AnalystCheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With... ...in Milwaukee, WI, you will be part of the Global Business Services, Non-Alc team. This role will support the end-to-end accounts...Temporary workWork experience placementWork at officeFlexible hoursCoors Banquet Beer
Milwaukee, WI18 hours ago- ...help our customers achieve financial success. We strive to improve... ...PACE Equity is seeking an Associate General Counsel to support the... ...underwriting, capital markets, servicing, and outside counsel. Day-... ...Employer Contribution Life Insurance and Short Term and Long-Term...Temporary workWork at officeLocal area
$110k - $140k
...Hours of 8:00 AM-6:00 PM, Monday through Friday. ~ No Weekends ~ Comprehensive benefits, including medical, dental, and vision insurance. ~401(k) with company match. ~ Generous paid time off aligned with work-life balance priorities. ~$2,400 Annual Lifestyle...Full timePart timeMonday to FridayFlexible hours$121.5k - $143k
...Associate Consultant, Strategic Transformation About Chartis The challenges facing US healthcare are longstanding and all too familiar... ...including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend...Full timeWork at officeRemote workChartis
Milwaukee, WI18 hours ago$77k - $202k
...Opportunity As a Grant Administration Consultant, Senior Associate you will support client service engagements within our Operations Consulting practice,... ..., Organizational Management/Behavior, Risk Management/Insurance Demonstrating grant administration or program support...H1bPwC
Milwaukee, WI3 days ago- ...Associate Wealth AdvisorCLA is a top 10 national professional services firm where our purpose is to create opportunities every day... ...role provides centralized financial planning support to advisors... ...across retirement, cash flow, insurance, estate, tax, and investments...Local area
CliftonLarsonAllen
Milwaukee, WI3 days ago - ...is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth... ...the Infrastructure Support AssociateThe Infrastructure Support Associate provides entry-level computer operations and technology infrastructure...
BetaNXT
Brookfield, WI2 days ago - ...Milwaukee Brewers is seeking an Associate in Baseball Research and Development to work on dedicated projects delivering research and tools to improve organizational decision-making. You will learn within the BR&D team and collaborate with Baseball Operations. Core duties...
Milwaukee Brewers
Milwaukee, WI18 hours ago - ...part of the Baseball Research and Development Department, the associate will work on dedicated projects to deliver research and tools... ...competitive perks and benefits package including: League wide medical insurance plan 401(K) match and an additional annual contribution from...
Milwaukee Brewers
Milwaukee, WI18 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Services & Insurance Specialist. Be the first to apply!
Related searches
- senior associate vice president Milwaukee, WI
- general maintenance associate Milwaukee, WI
- benefits associate Milwaukee, WI
- policy associate Milwaukee, WI
- instructional design associate Milwaukee, WI
- cleaning associate Milwaukee, WI
- trust associate Milwaukee, WI
- associate attorney Milwaukee, WI
- entry level associate Milwaukee, WI
- creative associate Milwaukee, WI