Digital Financial Services & Insurance Specialist

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

Benefits offered by this job

Group health options

Coaching programs

Lead systems

Luxury travel trips

Job summary

Stratford Davis LLC is seeking motivated individuals to join as Remote Life Insurance Agents. You will connect with warm prospects, consult via video calls to tailor life insurance, IULs, and annuities, and oversee underwriting to ensure smooth policy issuance.

This 100% remote role offers flexible four-day schedules, comprehensive coaching, lead systems, and group health options. A life license (in-hand or in-progress) is essential, with a strong drive to help families build wealth.

Qualifications

• State Life & Health license (in-hand or in-progress) required or in-progress.
• Polished virtual presentation and strong video presence required.
• High self-accountability and discipline for remote work required.

Responsibilities

• Connect with warm prospects using digital lead systems and CRM channels.
• Consult with families via video calls to match life insurance products (IULs and annuities).
• Protect by overseeing underwriting pipeline to issue policies efficiently.

Skills

Virtual presentation skills

Remote work discipline

Client empathy and advisory mindset

Education

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

Job description

Digital Financial Services & Insurance Specialist

Charlotte, United States | Posted on 10/11/2026

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.