Digital Financial Services & Insurance Specialist

Stratford Davis; West Virginia; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

100% Remote Lifestyle

Flexible 4-day schedule

Comprehensive coaching programs and <i

Job summary

Stratford Davis, a digital financial services and insurance specialist, seeks remote life insurance agents to join a 100% remote team delivering virtual financial protection and wealth-building opportunities.

You will engage warm prospects via digital leads, consult families through video calls, manage underwriting pipelines, and participate in team coaching to unlock higher production.

This role offers flexible hours, uncapped commission, and the freedom to work from home.

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

• Consult with clients via educational video calls to tailor life insurance, IULs, and annuities.
• Manage the underwriting pipeline to issue policies efficiently.
• Conduct periodic policy reviews as client needs evolve.

Skills

Licensed Life & Health

Video presentation

Remote work accountability

Help families wealth

Tools

CRM software

Digital lead systems

Job description

Digital Financial Services & Insurance Specialist

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