Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Rhode Island; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Group health options

Luxury travel trips

Comprehensive coaching

Job summary

Stratford Davis LLC in Providence, RI, is seeking self-motivated remote Life Insurance Agents to build a flexible career protecting families through IULs and annuities.

Join a 100% remote framework with coaching, lead systems, and a schedule that allows a four‑day work week; commissions drive uncapped earning potential as clients are served.

Qualifications

• When‑state Life & Health License is 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 with families via video calls to match 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 increase production.

Skills

Virtual presentation

Video conferencing

Remote work discipline

Lead generation

Education

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

Tools

CRM software

Lead systems

Job description

Digital Financial Services & Insurance Specialist

Providence, 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

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 FREEDOMThis 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