Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Cincinnati (OH); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive coaching

Lead systems

Group health options

Travel perks

Job summary

Stratford Davis LLC is seeking driven candidates for remote Life Insurance Agent roles. You will connect with warm prospects, conduct educational video calls, and guide families through the underwriting and policy issuance process.

A strong license and polished virtual presence are essential, with a self-motivated, remote-first work style. The position emphasizes flexible scheduling, coaching support, and opportunities to build recurring income through commissions while helping families protect

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 leads and CRM channels.
• Consult via video calls to match families with life insurance products.
• Oversee underwriting to issue policies efficiently.
• Perform periodic reviews to adjust coverage as clients live progresses.
• Scale through team coaching and mentorship to boost production.

Skills

Life license

Virtual presentation

Video presence

Remote work mindset

Tools

CRM systems

Lead systems

Job description

Digital Financial Services & Insurance Specialist

Cincinnati, 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 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 you production determines your paycheck. If you want to construct an thriving business your terms,