Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Oklahoma; Remote; USD 50,000 - 140,000; Full time

Benefits offered by this job

Coaching programs

Lead systems

Group health options

Luxury travel trips

Job summary

Stratford Davis LLC offers a fully remote opportunity for driven life insurance agents. You will work from home, engaging with warm prospects, guiding families through life insurance, IULs, and annuities while managing the underwriting pipeline to issuance and ongoing policy reviews.

The role emphasizes high self-discipline, strong video presence, and a passion for helping families build wealth. A flexible 4-day schedule and comprehensive coaching accompany the platform.

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 CRM channels.
• Consult via video calls to match families with life insurance products.
• Protect by overseeing underwriting to issue policies efficiently.
• Retain through periodic reviews and adjust coverage as client needs evolve.
• Scale through team coaching and mentorship to unlock higher production.

Skills

Virtual presentation

Video presence

Remote work discipline

Tools

CRM software

Lead systems

Job description

Digital Financial Services & Insurance Specialist

Cleveland, 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.