Digital Financial Services & Insurance Specialist

Stratford Davis LLC; Washington; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive coaching programs

Lead systems

Group health options

Luxury travel trips

Job summary

Stratford Davis LLC in Washington, United States seeks Remote Life Insurance Agents to master virtual financial protection and match families with life insurance, IULs, and annuities.

This 100% remote role offers flexible scheduling, coaching, and a path to scalable income through commission-based pay and ongoing client reviews.

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, IULs and annuities.
• Oversee underwriting pipeline to issue policies efficiently.
• Perform periodic reviews to adjust coverage as client needs evolve.
• Participate in team coaching and mentorship to boost production.

Skills

Sales skills

Remote work discipline

Communication

Lead generation

Education

State Life & Health License

Tools

CRM systems

Video conferencing

Job description

Digital Financial Services & Insurance Specialist

Washington, United States | Posted on 10/15/2026

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. If you want to construct a thriving business on your terms.