Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Cleveland (OH); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work lifestyle

Flexible 4-day schedule

Coaching & mentorship

Lead systems & CRM access

Group health options

Travel opportunities

Job summary

Stratford Davis LLC is seeking motivated individuals for remote life insurance advisor roles. You will engage warm prospects, conduct educational video consultations, and guide clients through underwriting to policy issuance.

This remote position emphasizes accountability, a flexible four-day schedule, and a supportive coaching environment to unlock higher earnings and long-term client relationships.

Qualifications

• Must hold State Life & Health license or be in-progress.
• Strong virtual presentation and video presence.
• High accountability for remote work.
• Desire to help families and build wealth.

Responsibilities

• Connect with warm prospects using digital leads and CRM.
• Consult via video calls to match families with life insurance products.
• Oversee underwriting to issue policies efficiently.
• Perform periodic reviews to adjust coverage as client lives progress.
• Participate in team coaching and mentorship to grow production.

Skills

Video presentation

Remote work discipline

Self-motivation

Client education

Education

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

Tools

CRM platforms

Lead systems

Job description

Digital Financial Services & Insurance Specialist

Are You Ready to Escape the 9-to-5 Ceiling?

Cleveland, United States

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

1. Step 1: Connect: Engage with warm prospects using digital lead systems and modern CRM channels.
2. Step 2: Consult: Lead friendly, educational video calls that match families with life insurance, IULs, and annuities.
3. Step 3: Protect: Oversee the underwriting pipeline to get policies issued efficiently.
4. Step 4: Retain: Perform periodic reviews to adjust coverage as client lives progress.
5. 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.