Digital Financial Services & Insurance Specialist

Stratford Davis; San Diego (CA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Coaching programs

Lead systems

Group health options

Remote work

Travel incentives

Job summary

Stratford Davis LLC offers a 100% remote lifestyle for licensed life and health professionals. Join as a Remote Life Insurance Agent and learn to engage clients through digital leads, conduct educational video consultations, and guide policies through underwriting.

The role emphasizes ongoing reviews and mentorship to elevate earnings and production. Ideal candidates hold a Life & Health license (in-hand or in-progress), possess polished virtual presentation skills, and thrive in a self-driven

Qualifications

• License in Life & Health (in-hand or in-progress).
• Polished virtual presentation and video communication.
• High self-accountability for remote work.
• Strong desire to help families while building wealth.

Responsibilities

• Connect with warm prospects using digital lead systems and CRM channels.
• Consult via 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 needs evolve.
• Participate in team coaching and mentorship to grow production.

Skills

Remote work

Communication

Self-motivation

Customer focus

Tools

CRM software

Job description

Digital Financial Services & Insurance Specialist

San Diego, 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. If you want to construct a thriving business on your terms, apply today!