Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Salt Lake City (UT); Remote; USD 40,000 - 90,000; Full time

Job summary

Stratford Davis LLC in Salt Lake City, UT seeks Remote Life Insurance Agents to engage with warm prospects, consult via video calls, and guide clients through the underwriting process to issue policies. The role emphasizes flexible remote work, with coaching and mentorship to boost production.

Ideal candidates hold a Life & Health license (in-hand or in-progress) and possess a polished video presence, strong accountability, and a genuine desire to help families build wealth.

Qualifications

• 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

• Engage with warm prospects using digital lead systems and modern CRM channels.
• Lead friendly, educational video calls that match families with life insurance, IULs, and annuities.
• Oversee the underwriting pipeline to get policies issued efficiently.
• Perform periodic reviews to adjust coverage as client lives progress.
• Participate in team coaching and mentorship to unlock new levels of production.

Skills

Virtual presentation

Remote work discipline

Helping families build wealth

Education

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

Job description

Digital Financial Services & Insurance Specialist

Salt Lake City, 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.