Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Seattle (WA); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

100% Remote Lifestyle

Flexible 4-day schedule

Comprehensive coaching & mentorship

Job summary

Stratford Davis LLC is seeking ambitious individuals for a 100% remote life insurance agent role. You will use digital leads and CRM tools to connect with families, conduct educational video calls, and guide clients through life insurance, IULs, and annuities.

The job emphasizes a flexible 4-day schedule and strong self-discipline for remote work. Success comes with overseeing underwriting, policy issuance, and regular reviews to adjust coverage, while participating in coaching to boost

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

• Engage with warm prospects using digital lead systems and modern CRM channels.
• Lead friendly, educational video calls matching families with life insurance, IULs, and annuities.
• Oversee 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 production growth.

Skills

CRM proficiency

Video presence

Video conferencing

Remote work discipline

Education

State Life & Health License

Job description

Digital Financial Services & Insurance Specialist

Seattle, United States | Posted on 10/26/2026

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 FREEDOMThis 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.