Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Nashville (TN); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Comprehensive coaching programs

Luxury travel trips

Group health options

Job summary

Stratford Davis LLC in Nashville is seeking motivated Remote Life Insurance Agents to master virtual financial protection and build a scalable business from home.

You will connect with warm prospects, conduct educational video consultations, oversee underwriting, and perform periodic plan reviews while benefiting from coaching and a flexible 4-day workweek.

Join a 100% remote platform with ongoing mentorship, luxury travel trips and comprehensive coaching programs.

Qualifications

• Licensed or in-progress State Life & Health license.
• Ability to present professionally via video calls.
• Strong self-accountability and remote work readiness.
• Desire to help families while building personal wealth.

Responsibilities

• Connect with warm prospects using digital leads and CRM channels.
• Consult via friendly educational video calls to match families with life insurance products.
• Oversee underwriting pipeline to issue policies efficiently.
• Perform periodic reviews to adjust coverage as client lives progress.
• Participate in team coaching and mentorship to grow production.

Skills

Virtual presentation skills

Video presence

Self-discipline

Client-focused

Tools

CRM software

Lead systems

Job description

Digital Financial Services & Insurance Specialist

Nashville, United States | Posted on 11/02/2026

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

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. If you want to construct a thriving business on your terms.