Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Nashville (TN); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Coaching programs

Lead systems

Group health options

Luxury travel trips

Job summary

Stratford Davis LLC is seeking motivated, licensed or in-progress Life & Health insurance professionals for a fully remote agent role in the United States. You will engage with warm prospects using digital leads and modern CRM tools, guiding families through life insurance options via video calls and ensuring smooth underwriting and policy issuance.

The position offers a flexible 4-day schedule, extensive coaching, and access to comprehensive lead systems, with opportunities for ongoing client

Qualifications

• 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.

Responsibilities

• Connect with warm prospects using digital lead systems and modern CRM channels.
• Consult via friendly video calls to match families with life insurance products (IULs and annuities).
• Oversee the underwriting pipeline to get policies issued efficiently.
• Perform periodic reviews to adjust coverage as client lives progress.
• Participate in team coaching and mentorship to unlock new levels of production.

Skills

Virtual presentation skills

Remote work discipline

Client-focused

Sales mindset

Job description

Digital Financial Services & Insurance Specialist

Nashville, United States | Posted on 10/26/2026

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.