Digital Financial Services & Insurance Specialist

Stratford Davis; Atlanta (GA); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Flexible 4-day schedule

Coaching programs & travel incentives

Job summary

Stratford Davis in Atlanta, GA, seeks a Digital Financial Services & Insurance Specialist to help families access life insurance, IULs, and annuities through educating video calls and digital lead systems.

You will guide prospects through underwriting pipelines, maintain client relationships with periodic reviews, and participate in team coaching to scale production while working remotely with a flexible four-day schedule.

Qualifications

• State Life & Health License in-hand or in-progress.
• Polished virtual presentation skills and strong video presence.
• High self-accountability suited for remote work.
• Strong desire to help families while building personal wealth.

Responsibilities

• Connect with warm prospects using digital lead systems and modern CRM channels.
• Lead educational video calls that match families with life insurance, IULs, and annuities.
• Oversee the underwriting pipeline to get policies issued efficiently.
• Perform periodic reviews to adjust coverage as client lives progress.
• Participate in team coaching and mentorship to unlock new levels of production.

Skills

Licenses: Life & Health

Remote work readiness

Video presentation skills

Sales experience

Job description

Digital Financial Services & Insurance Specialist

Atlanta, United States | Posted on 11/13/2026

Are You Ready to Escape the 9-to-5 Ceiling?

THE BLUEPRINT FOR YOUR SUCCESS

1. Step 1: Connect: Engage with warm prospects using digital lead systems and modern CRM channels.
2. Step 2: Consult: Lead friendly, educational video calls that match families with life insurance, IULs, and annuities.
3. Step 3: Protect: Oversee the underwriting pipeline to get policies issued efficiently.
4. Step 4: Retain: Perform periodic reviews to adjust coverage as client lives progress.
5. Step 5: Scale: Participate in team coaching and mentorship to unlock new levels of production.

THE ESSENTIAL INGREDIENTS

• State Life & Health License (in-hand or in-progress).
• Polished virtual presentation skills and strong video presence.
• High self-accountability suited for remote work.
• Strong desire to help families while building personal wealth.

THE PLATFORM ADVANTAGE

• 100% Remote Lifestyle: Work from home or anywhere with internet access.
• Balanced Schedule: Flexible 4-day operational schedule.
• Full Infrastructure: Comprehensive coaching programs, lead systems, group health options, and luxury travel trips.

YOUR EARNING FREEDOMThis remote position operates on a commission-based pay structure, eliminating income caps and giving you unlimited earning potential. With recurring residual income and total schedule freedom, your production determines your paycheck. If you want to construct a thriving business on your terms.