Digital Financial Services & Insurance Specialist

Stratford Davis LLC; New York (NY); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work

4-day schedule

Coaching programs and leads

Group health options

Travel perks

Job summary

Stratford Davis LLC is seeking remote Life Insurance Agents who connect with warm prospects, consult via video calls, and guide clients through underwriting to policy issuance. This role relies on strong virtual presentation and disciplined remote work habits.

Earn uncapped commissions with recurring income, supported by robust lead systems and coaching programs. A flexible 4-day schedule enables work-life balance while helping families secure financial protection.

Qualifications

• State Life & Health license in-hand or in-progress is required.
• Strong virtual presentation and video communication skills.
• High self-motivation with discipline for remote work.

Responsibilities

• Connect with warm prospects using digital leads and CRM tools.
• Consult via video calls to match clients with life insurance products.
• Oversee underwriting to issue policies efficiently.
• Perform periodic policy reviews as client lives progress.
• Scale production through team coaching and mentorship.

Skills

Virtual presentation

Video prospecting

Self-motivation

Remote work discipline

Communication

Education

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

Tools

CRM systems

Lead generation platforms

Job description

Digital Financial Services & Insurance Specialist

New York, United States | Posted on 11/05/2026

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,