Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Houston (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

100% Remote Lifestyle

Balanced Schedule

Full Infrastructure

Job summary

Stratford Davis LLC in Houston, TX seeks a Digital Financial Services & Insurance Specialist to connect with warm prospects using digital leads and modern CRM channels, consult via educational video calls, and guide families through life insurance, IULs, and annuities. This 100% remote role rewards performance with a commission-based pay structure and unlimited earning potential.

A licensed or in-progress Life & Health license is preferred; strong video presence, accountability for remote work,

Qualifications

• State Life & Health license required 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 lead systems and CRM channels.
• Consult via educational video calls and match families with life insurance, IULs, and annuities.
• Oversee underwriting pipeline to issue policies efficiently.

Skills

Video presentation

Remote work

Education

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

Job description

Digital Financial Services & Insurance Specialist

Houston, United States

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.

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.