Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Charlotte (NC); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Coaching programs

Lead systems

Group health options

Travel incentives

Job summary

Stratford Davis LLC in Charlotte, NC, is seeking Remote Life Insurance Agents to build a virtual insurance practice from home. You will connect with warm prospects, consult via video calls, and guide families through life insurance, IULs, and annuities.

This 100% remote role offers uncapped commissions, a flexible 4-day schedule, coaching, lead systems, and group health options, with opportunities for travel incentives.

Qualifications

• State Life & Health License required 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.
• Lead 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 clients progress.
• Participate in team coaching and mentorship to scale production.

Skills

Video calls

CRM familiarity

Remote work discipline

Education

State Life & Health License

Job description

Digital Financial Services & Insurance Specialist

Charlotte, United States | Posted on 10/13/2026

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 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.