Digital Financial Services & Insurance Specialist

Stratford Davis LLC; San Diego (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Coaching programs

Lead systems

Group health

Travel perks

Job summary

Stratford Davis LLC is seeking Remote Life Insurance Agents who can operate in a 100% remote environment from anywhere with internet access. You will engage warm prospects, educate families on life insurance products, and guide policies through underwriting.

The role offers a flexible 4-day schedule, comprehensive coaching, robust lead systems, group health options, and travel perks. If you are self-motivated and customer-focused, join us to build wealth while helping families.

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 CRM channels.
• Lead friendly, educational video calls to match families with life insurance products.
• 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 presentation

Strong communication

Education

Life & Health License

Tools

CRM systems

Job description

Digital Financial Services & Insurance Specialist

San Diego, 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 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.