Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

100% Remote Lifestyle

Flexible 4-day schedule

Coaching and travel incentives

Job summary

Stratford Davis LLC in Phoenix, United States, seeks motivated Remote Life Insurance Agents to build a virtual financial protection business from anywhere with internet access. You will connect with warm prospects, conduct educational video calls, and guide families through life insurance, IULs, and annuities while maintaining a strong online presence.

The role emphasizes a 100% remote lifestyle, a flexible four-day schedule, and extensive coaching to scale production, with commissions driving

Qualifications

• Must hold State Life & Health license or be in progress.
• Strong video presence and virtual presentation skills.
• Self-discipline for remote work.
• Desire to help families and build wealth.

Responsibilities

• Connect with warm prospects using digital lead systems and CRM channels.
• Lead friendly, 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 and mentorship to unlock higher production.

Skills

Virtual presentation skills

Remote work discipline

Client-focused service

Education

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

Tools

CRM software

Lead generation tools

Job description

Digital Financial Services & Insurance Specialist

Phoenix, United States | Posted on 10/11/2026

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.