Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Providence (RI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

4-day schedule

Coaching programs

Lead systems

Group health options

Travel opportunities

Job summary

Stratford Davis seeks motivated Remote Life Insurance Agents to drive virtual financial protection for families. You will connect with warm prospects, consult via video calls, and guide underwriting to issue policies.

This 100% remote role offers a flexible 4-day schedule, comprehensive coaching, lead systems, group health options, and opportunities for travel through performance-based earnings.

Qualifications

• Must hold State Life & Health License (in-hand or in-progress).
• Polished virtual presentation skills and strong video presence.
• High self-accountability suited for remote work.

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 customers through periodic reviews and coverage adjustments.
• Scale by engaging in team coaching and mentorship to boost production.

Skills

Strong communication

Self-motivation

Remote presentation

Education

State Life & Health License

Job description

Digital Financial Services & Insurance Specialist

Providence, United States | Posted on 10/13/2026

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

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,