Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Des Moines (IA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Group health options

Luxury travel trips

Comprehensive coaching programs

Job summary

Stratford Davis LLC is seeking motivated individuals to join as Remote Life Insurance Agents in a 100% remote setup. You will engage warm prospects, educate families on life insurance options, and guide them through the underwriting process to policy issuance.

The role emphasizes a strong video presence, discipline for remote work, and a passion for helping families while building personal wealth.

Qualifications

• State Life & Health License required (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

• Consult with warm prospects via video calls to match families with life insurance, IULs, and annuities.
• Oversee underwriting pipeline to get policies issued efficiently.
• Perform periodic reviews to adjust coverage as client life progresses.
• Scale production through coaching and mentorship within the team.

Skills

Life Insurance

Remote sales

Video calls

CRM proficiency

Tools

CRM software

Job description

Digital Financial Services & Insurance Specialist

Des Moines, United States

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

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.