Digital Financial Services & Insurance Specialist

Stratford Davis LLC; New Haven (CT); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Flexible remote work

Comprehensive coaching + leads

Job summary

Stratford Davis LLC is seeking motivated candidates for Remote Life Insurance Agent roles in the United States. You will conduct educational video calls to match families with life insurance products, IULs, and annuities, while guiding them through underwriting processes.

The position emphasizes a 100% remote lifestyle with a flexible 4-day schedule, comprehensive coaching, and lead systems to support sustainable, uncapped earning potential through commissions.

Qualifications

• State Life & Health License in-hand or in-progress.
• Strong virtual presentation skills and video presence.
• High self-discipline for remote work.
• Willingness to operate on a commission-based pay structure.

Responsibilities

• Consult with warm prospects via video calls to match families with life insurance, IULs, and annuities.
• Oversee underwriting pipeline to ensure smooth policy issuance.
• Engage with leads and manage follow-ups through CRM channels.
• Participate in coaching and mentorship to increase production.

Skills

Video calls

Remote work

Time management

CRM familiarity

Education

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

Tools

CRM platforms

Lead systems

Video conferencing tools

Job description

Digital Financial Services & Insurance Specialist

New Haven, 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 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,