Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Birmingham (AL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work lifestyle

Flexible 4-day schedule

Comprehensive coaching programs

Lead systems and group health options

Luxury travel trips

Job summary

Stratford Davis LLC is seeking motivated remote Life Insurance Agents to build a flexible, commission-based career from home. You will engage warm prospects via digital leads, guide families through life, indexed products like IULs and annuities, and manage underwriting to policy issuance.

The role emphasizes a 4-day workweek, strong video presence, and ongoing coaching within a fully remote platform.

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 CRM channels.
• Consult via friendly, educational video calls to match families with life insurance products.
• Oversee underwriting pipeline to issue policies efficiently.
• Perform periodic reviews to adjust coverage as client lives progress.
• Participate in team coaching and mentorship to grow production.

Skills

State Life & Health License

Virtual presentation

Video presence

Remote work mindset

Job description

Digital Financial Services & Insurance Specialist

Birmingham, United States

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

The traditional job market is broken: capped pay, long commutes, and rigid hours. At Stratford Davis, we offer a modern alternative. We are seeking driven candidates to join our team as Remote Life Insurance Agents and master the art of virtual financial protection.

THE BLUEPRINT FOR YOUR SUCCESS

• Step 1: Connect: Engage with warm prospects using digital lead systems and modern CRM channels.
• Step 2: Consult: Lead friendly, educational video calls that match families with life insurance, IULs, and annuities.
• Step 3: Protect: Oversee the underwriting pipeline to get policies issued efficiently.
• Step 4: Retain: Perform periodic reviews to adjust coverage as client lives progress.
• 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 FREEDOM

This 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.