Digital Financial Services & Insurance Specialist

Stratford Davis; Oklahoma City (OK); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Flexible four-day schedule

Comprehensive coaching & mentorship

Lead systems & CRM access

Group health options

Job summary

Stratford Davis LLC is seeking motivated Remote Life Insurance Agents to build a client-focused business from home. You will work with warm prospects, present solutions virtually, and guide families through life insurance, IULs, and annuities.

This role emphasizes flexibility, a four-day work schedule, uncapped commissions, and ongoing coaching. You’ll leverage digital lead systems and CRM in a supportive, outcome-driven environment to grow your practice and achieve financial freedom.

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 modern CRM channels.
• Consult via educational video calls to match families with life insurance, IULs, and annuities.
• Protect: oversee the underwriting pipeline to get policies issued efficiently.
• Retain: perform periodic reviews to adjust coverage as client lives progress.
• Scale: participate in team coaching and mentorship to unlock production growth.

Skills

State Life & Health License

Virtual presentation

Remote work discipline

Helping families and wealth

Job description

Digital Financial Services & Insurance Specialist

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, apply today!