Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Boston (MA); À distance; USD 60 000 - 110 000; Plein temps

Avantages offerts par ce poste

Comprehensive coaching programs

Lead systems

Remote work from anywhere

Résumé du poste

Stratford Davis LLC is seeking motivated Remote Life Insurance Agents to build a virtual financial protection practice from anywhere with internet access. You will connect with warm prospects, educate families on life insurance products, and guide them through underwriting and ongoing coverage reviews.

The role emphasizes a 4-day flexible schedule, self-motivation, and a strong drive to help families while creating personal wealth in a remote setup.

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.

Responsabilités

• Connect with warm prospects using digital lead systems and CRM channels.
• Lead friendly, educational video calls to match families with life insurance products.
• Oversee underwriting pipeline to ensure timely policy issuance.
• Perform periodic reviews to adjust coverage as client needs evolve.
• Participate in team coaching and mentorship to boost production.

Connaissances

Life insurance sales

Virtual presentation

Remote work discipline

Client consultations

Formation

State Life & Health License (in-hand or in-progress)

Description du poste

Digital Financial Services & Insurance Specialist

Boston, United States | Posted on 10/17/2026

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. If you want to construct a thriving business on your terms,