Digital Financial Services & Insurance Specialist

Stratford Davis; Houston (TX); A distancia; USD 35.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Flexible 4-day schedule

Coaching programs

Descripción de la vacante

Stratford Davis LLC is seeking motivated Remote Life Insurance Agents to lead virtual consultations and protect families with life insurance products. You will engage warm prospects, guide clients through underwriting, and manage policies entirely from a remote setting.

Ideal candidates have a Life & Health license, strong video presence, and a drive to build wealth for families. This role offers a 100% remote lifestyle, flexible four-day work weeks, and ongoing coaching and lead systems.

Formación

• State Life & Health license (in-hand or in-progress) required.
• Polished virtual presentation and video presence.
• High self-accountability for remote work.
• Strong desire to help families while building personal wealth.

Responsabilidades

• Connect with warm prospects using digital lead systems.
• Consult via video calls to match families with life insurance products.
• Oversee underwriting pipeline to issue policies efficiently.
• Conduct periodic reviews to adjust coverage as client needs evolve.
• Participate in team coaching to unlock higher production.

Conocimientos

Licensing: Life & Health

Virtual presentation

Remote work discipline

Client relationship building

Herramientas

CRM software

Video conferencing tools

Descripción del empleo

Digital Financial Services & Insurance Specialist

Houston, 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

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.