Associate Financial Services & Insurance Specialist
Stratford Davis LLC
Associate Financial Services & Insurance Specialist Cleveland, United States | Posted on 10/19/2026 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 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 This remote position is 100% commission-based, offering ambitious candidates unlimited earning potential without corporate salary caps. #J-18808-Ljbffr Stratford Davis LLC
- ...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
- ...mission to help our clients secure their financial well-being providing them confidence to... ...individuals and businesses by offering financial services and products that address their evolving... ...Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement...SuggestedLocal areaRemote work
- ...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
$60k - $70k
...Associate Producer Join our growing and fun-loving team at Evarts Tremaine – an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45 states. Evarts... ...the agency's commitment to exceptional service. # Market Research: Stay informed...SuggestedWork at officeRemote work$35k - $85k
...Insurance Account Representative - State Farm Agent Team Member Successful State Farm... ...prompt, accurate, and friendly customer service. Service can include responding to inquiries... ...help customers with their insurance and financial services needs, including Auto Insurance...SuggestedFor contractorsWork at officeLocal areaFlexible hours$16 - $17 per hour
...the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional... ...Description: The Office Services Associate at Opensity Solutions is... ...qualifications. Benefits: Medical insurance Dental insurance Vision insurance...Hourly payWork at office$220k - $250k
...seeking a junior- to mid-level real estate associate to step into a sophisticated,... ...The Platform This firm offers the financial stability and brand equity of a national... ...package including medical, dental, and vision insurance; 401(k) with profit-sharing; paid parental...Work at office$22 per hour
FAST Service Specialist page is loaded## FAST Service Specialistremote type: Onsitelocations: USA-Cleveland-OHtime type: Full timeposted on... ...enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity,...Hourly payWork experience placementWork at officeAll shiftsMonday to Friday- ...Company Description Gold Insurance & Financial Services has established itself as a leader in Life and Health telesales, offering some of the most competitive commission levels in the industry. We provide support in building and managing your own team within a thriving...Full timeRemote work
- Associate, Disputes, Claims, & Investigations At Stout, we're dedicated to exceeding expectations... ...Relentless Excellence. Both our client service and culture are second to none, stemming... ...typically result in the creation of financial damages models. An Associate may also...Local areaRemote workFlexible hours
- ...respond to customer inquiries regarding the Company's health insurance products and services. Navigates systems and provides customer service in... ...as assigned. Qualifications: Education and Experience: Associates Degree in Business Administration, Communications or a...Temporary workWork at officeRemote workMonday to Friday
- Firefighters Community Credit Union in Cleveland, OH is seeking a full-time Financial Service Representative for the Emerald Branch to deliver friendly, efficient service. You will handle teller transactions, open new accounts, process loan applications, and guide members...Full time
- ...Reserve Bank of AtlantaFederal Reserve Financial Services (FRFS) delivers a suite of payments... ...0-3 years of relevant experience. Associate’s degree in information technology or... ...opportunities. Experience: Support Specialist I: High school diploma or GED; further...Full timeTemporary workPart timeRemote workVisa sponsorshipMonday to FridayFlexible hoursShift work
$36k - $55k
...Insurance Account Representative - State Farm Agent Team Member... ...accurate, and friendly customer service. Service can include responding... ...representative, retail sales associate, or telemarketing) preferred... ...customers with their insurance and financial services needs, including...Hourly payFor contractorsWork at office$36k - $55k
Future Opening: Insurance Account Representative - State Farm Agent... ...accurate, and friendly customer service. Service can include... ...representative, retail sales associate, or telemarketing) preferred... ...customers with their insurance and financial services needs, including Auto...For contractorsWork at office- ...Private Equity Associate Cleveland, Ohio We are representing a leading provider of junior capital to middle-market companies across... ...on prospective investments. Develop and maintain detailed financial models and perform comprehensive financial analysis. Analyze...Full time
- ...enhances strong working relationships with external parties, including but not limited to government officials, funders, trade associations, and community leaders. Develops and implements strategies to support clients’ strategic goals and achieve operational objectives...Full timeContract workWork at officeLocal areaRemote workNight shift
- ...Senior Associate Scientist, IVD Test Dev We are seeking a Senior Associate Scientist-IVD Test Development to support in-vitro diagnostic assay development and validation activities within a regulated environment operating under design control. The successful candidate...Full timeWork at office
$90.4k - $168.2k
..., KPMG provides audit, tax and advisory services for organizations in today's most important... ...team.KPMG is currently seeking a Senior Associate, ECC Technology to join our Enterprise... ..., vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal...Contract workH1bLocal area$67.83k - $139.53k
..., KPMG provides audit, tax and advisory services for organizations in today's most important... ...team.KPMG is currently seeking a Senior Associate to join our Ethics & Compliance... ...include dental, vision, disability and life insurance, personal well-being and Personal Time Off...H1bLocal area- ..., KPMG provides audit, tax and advisory services for organizations in today's most important... ...team.KPMG is currently seeking a Senior Associate Product & Solution Design to join our... ...plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of...H1bWork at officeLocal area
$80k - $150k
..., Pittsburgh PennsylvaniaJob SummaryThe Associate, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents... ..., credit, banking and/or financial services experience (required) SkillsDemonstrates...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift- ...Advisory.KPMG is currently seeking a Senior Associate, Oracle HCM for our Consulting practice.... ..., vision coverage, disability and life insurance, 401(k) plans, and a robust suite of... ...classification, standard work hours, and years of service, KPMG provides Personal Time Off per...Work experience placementH1bLocal area
$77.33k - $157.67k
...KPMGs extensive network of specialists; enjoy access to our Ignition... ...currently seeking a Senior Associate to join our State and Local... ...universityExperience providing services to pass-through entities and... ..., disability and life insurance, 401(k) plans, and a robust...Local areaRemote work$100k - $110k
Relationship Associate - Institutional SalesBrooklyn, OHAbout Victory... ...or in a closely related financial fieldDemonstrated familiarity... ...management within a bank, brokerage, insurance company or similar financial... ..., marital status, military service and veteran status, physical...Full timeWork at officeLocal areaFlexible hours$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle SCM - Senior Associate, you will specialize in consulting services for Oracle supply chain and operations applications, analyzing client needs, implementing software solutions...Full timeH1b- ..., KPMG provides audit, tax and advisory services for organizations in today's most important... ...team.KPMG is currently seeking a Senior Associate, Data Strategy Enablement and Innovation... ..., vision coverage, disability and life insurance, 401(k) plans, and a robust suite of...H1bLocal area
$90.4k - $168.2k
..., KPMG provides audit, tax and advisory services for organizations in today's most important... ...team.KPMG is currently seeking a Senior Associate, Application Security, DevSecOps to join... ..., vision coverage, disability and life insurance, 401(k) plans, and a robust suite of...H1bLocal area$77.33k - $157.67k
...KPMGs extensive network of specialists; enjoy access to our Ignition... ...currently seeking a Senior Associate to join our State and Local... ...coverage, disability and life insurance, 401(k) plans, and a robust... ...standard work hours, and years of service, KPMG provides Personal Time...Local areaRemote work$76.6k - $127.6k
...Tableau, Power BI, AWS Quicksightor similar)Prior professional services or federal consulting exposureStrong written and verbal... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Services & Insurance Specialist. Be the first to apply!
- senior associate vice president Cleveland, OH
- policy associate Cleveland, OH
- case management associate Cleveland, OH
- associate degree computer science Cleveland, OH
- senior associate attorney Cleveland, OH
- mobile associate retail sales Cleveland, OH
- cash office associate Cleveland, OH
- line associate Cleveland, OH
- benefits associate Cleveland, OH
- purchasing associate Cleveland, OH






