Digital Financial Services & Insurance Specialist

Stratford Davis LLC; San Francisco (CA); À distance; USD 60 000 - 100 000; Plein temps

Avantages offerts par ce poste

Remote work

Flexible 4-day schedule

Coaching & lead systems

Résumé du poste

Stratford Davis LLC is seeking ambitious professionals to join as Remote Life Insurance Agents, offering a commission-based pay structure with unlimited earning potential. You’ll master virtual financial protection and guide families through life insurance options, using digital leads and modern CRM tools.

Ideal candidates bring a state Life & Health license (in-hand or in-progress), polished virtual presentation skills, and a strong remote-work mindset.

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.

Responsabilités

• Connect with warm prospects using digital lead systems.
• 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 lives progress.
• Participate in team coaching and mentorship to unlock higher production.

Connaissances

Virtual presentation

Video presence

Remote work discipline

Client-focused wealth building

Formation

Life & Health license

Outils

CRM software

Lead generation tools

Description du poste

Digital Financial Services & Insurance Specialist

San Francisco, United States | Posted on 11/05/2026

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

1. Step 1: Connect:Engage with warm prospects using digital lead systems and modern CRM channels.
2. Step 2: Consult:Lead friendly, educational video calls that match families with life insurance, IULs, and annuities.
3. Step 3: Protect:Oversee the underwriting pipeline to get policies issued efficiently.
4. Step 4: Retain:Perform periodic reviews to adjust coverage as client lives progress.
5. 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.