Digital Financial Services & Insurance Specialist

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

Benefits offered by this job

Remote work lifestyle

Flexible 4-day schedule

Coaching & lead systems

Group health options

Luxury travel trips

Job summary

Stratford Davis is seeking self-motivated, remote Life Insurance Agents to work with digital leads and modern CRM tools. You will educate families on life insurance, IULs, and annuities, guide underwriting, and perform periodic reviews to adjust coverage as life progresses.

We offer a 100% remote lifestyle, a flexible 4-day schedule, and comprehensive coaching with lead systems and health options as part of our infrastructure and growth opportunities.

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.
• Consult via video calls to match families with life insurance, IULs and annuities.
• Protect: oversee underwriting pipeline to issue policies efficiently.
• Retain: perform periodic reviews to adjust coverage as life progresses.
• Scale: participate in team coaching and mentorship to unlock production growth.

Skills

Virtual presentation

Video calls

Remote work discipline

Client empathy

Tools

CRM software

Lead generation tools

Job description

Digital Financial Services & Insurance Specialist

San Jose, United States | Posted on 11/13/2026

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.