Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Tulsa (OK); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Coaching programs

Lead systems

Group health options

Travel opportunities

Job summary

Stratford Davis LLC is seeking motivated candidates to join as Remote Life Insurance Agents, delivering financial protection via virtual consultations and digital lead systems. This role embraces a 100% remote lifestyle and a flexible four-day schedule.

You will guide families through life insurance products, IULs, and annuities, manage underwriting timelines, and participate in team coaching to scale production while building personal wealth.

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.
• Desire to help families while building personal wealth.

Responsibilities

• Connect with warm prospects using digital lead systems.
• Consult via video calls to match families with life insurance products.
• Oversee underwriting pipeline to issue policies efficiently.
• Perform periodic reviews to adjust coverage over time.
• Scale by participating in team coaching and mentorship.

Skills

Virtual presentation

Video presence

Remote work discipline

Education

State Life & Health License (in-hand or in-progress)

Tools

CRM platforms

Lead systems

Job description

Digital Financial Services & Insurance Specialist

Tulsa, 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.