Digital Financial Services & Insurance Specialist

Stratford Davis; Salt Lake City (UT); Remote; USD 50,000 - 150,000; Full time

Benefits offered by this job

Remote lifestyle

Flexible 4-day schedule

Coaching programs & lead systems

Group health options

Luxury travel trips

Job summary

Stratford Davis LLC is seeking motivated individuals to become Remote Life Insurance Agents, selling life insurance, IULs, and annuities through virtual consultations.

You will connect with warm prospects via digital lead systems and CRM, conduct educational video calls, guide underwriting, and adjust coverage as families' needs evolve.

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

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.
• 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

Remote work discipline

Video conferencing

Communication skills

CRM proficiency

Education

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

Tools

CRM software

Job description

Digital Financial Services & Insurance Specialist

Salt Lake City, United States | Posted on 10/29/2026

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.