Digital Financial Services & Insurance Specialist

Stratford Davis; Ohio; Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

100% remote lifestyle

Flexible 4-day schedule

Comprehensive coaching

Job summary

Stratford Davis is seeking motivated individuals to join our team as Remote Life Insurance Agents. Work from anywhere with a 100% remote lifestyle and a flexible 4-day schedule, focusing on life insurance, IULs, and annuities.

You will connect with warm leads, conduct educational video calls, and guide clients through underwriting to issue policies. A strong drive to help families while building personal wealth is essential.

Qualifications

• License to sell life/health insurance (in-hand or in-progress).
• Excellent virtual presentation and camera presence.
• High self-accountability for remote work.

Responsibilities

• Connect with warm prospects using digital lead systems and CRM.
• Lead 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/mentorship to grow production.

Skills

Polished virtual presentation

Strong video presence

Self-discipline

Remote work experience

Education

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

Job description

Digital Financial Services & Insurance Specialist

Miami, 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.