Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Kansas City (MO); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive coaching programs

Lead systems & CRM access

Group health options

Luxury travel trips

Job summary

Stratford Davis LLC is seeking driven candidates for a Remote Life Insurance Agent role, focusing on virtual financial protection and client education from home. You will engage with warm leads, present solutions, and guide families through the underwriting and policy issuance process.

The position emphasizes commission-based earnings, self-discipline for remote work, and ongoing coaching to help you grow production and wealth for clients.

Qualifications

• Must hold state Life & Health license or be in progress.
• Strong virtual presentation and video presence.
• High self-accountability for a remote role.
• Desire to help families while building personal wealth.

Responsibilities

• Connect with warm prospects using digital leads and CRM.
• Consult via video calls to align families with life insurance, IULs, and annuities.
• Oversee underwriting to issue policies efficiently.
• Retain clients with periodic coverage reviews.
• Scale production through coaching and mentorship.

Skills

Virtual presentation

Video presence

Remote work discipline

People skills

Education

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

Tools

CRM software

Digital lead systems

Job description

Digital Financial Services & Insurance Specialist

Kansas City, 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 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.