Digital Financial Services & Insurance Specialist

Stratford Davis LLC; California; Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Coaching programs

Travel opportunities

Job summary

Stratford Davis LLC seeks remote Life Insurance Agents to build a flexible, home-based career. You will engage with warm prospects through digital lead systems and conduct educational video calls to match families with life insurance products like IULs and annuities.

You will oversee the underwriting pipeline, perform periodic client reviews, and participate in coaching to increase production. A state Life & Health license is required or in-progress.

Qualifications

• State Life & Health license required or in-progress.
• Strong presentation and communication skills for virtual meetings.
• Self-motivated with capacity for remote work and high accountability.

Responsibilities

• Connect with warm prospects using digital lead systems and CRM channels.
• Consult via video calls to match families with life insurance, IULs, and annuities.
• Oversee underwriting to issue policies efficiently.
• Perform periodic client reviews to adjust coverage as needed.
• Participate in team coaching to unlock higher production.

Skills

Remote selling

Lead generation

Video calls

Customer service

Tools

CRM

Zoom

Video conferencing

Job description

Digital Financial Services & Insurance Specialist

Riverside, United States | Posted on 10/23/2026

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.