Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Atlanta (GA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Marketing systems

Travel rewards

Health options

Carrier contracts

Remote work

Job summary

Stratford Davis LLC in Atlanta, GA, is seeking a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection. You will initiate client contacts, analyze financial profiles, and deliver virtual presentations to guide clients toward financial security.

This role offers a 100% commission-based compensation model with a flexible 4-day workweek and turnkey marketing systems.

Qualifications

• State Life & Health Insurance License is required or in progress.
• Entrepreneurial mindset to build a lasting business asset.
• Experience with virtual meeting tech and pipeline management software.
• Relentless drive and high integrity serving client needs.

Responsibilities

• Initiate client contacts via digital outreach and warm leads.
• Analyze financial profiles to recommend life products and annuities.
• Deliver virtual presentations guiding clients to decisions.
• Maintain contact with policyholders for updates and beneficiary changes.
• Participate in group coaching and mentorship.

Skills

Client outreach

Financial analysis

Virtual presentations

Relationship management

Coaching participation

Education

State Life & Health Insurance License (in progress)

Tools

CRM software

Virtual meeting tools

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Atlanta, United States | Posted on 10/21/2026

Why build someone else’s dream when you can construct your own? Stratford Davis is inviting high-performing sales talent to launch a remote agency career in life insurance and financial protection. We supply the systems, training, and carrier access; you supply the drive and passion to succeed.

What You Will Do

Initiate client contacts using proven digital outreach methods, warm lead platforms, and networking strategies.

Analyze financial profiles to recommend suitable whole life, term life, IULs, and retirement annuities.

Deliver high-impact virtual video presentations that guide clients toward actionable financial security decisions.

Maintain continuous contact with policyholders, assisting with policy updates and beneficiary changes.

Engage in daily group coaching, product training sessions, and executive mentorship.

Requirements for Success

State Life & Health Insurance License (required or in progress).

Strong entrepreneurial mindset focused on building a lasting business asset.

Proficiency with virtual meeting tech, cloud tools, and pipeline management software.

Relentless drive, high integrity, and a deep commitment to serving client needs.

Modern Workweek:Enjoy a flexible 4-day operational schedule that balances work with family and life.

Global Mobility:Work 100% remotely from home or any destination with high-speed internet.

Complete Infrastructure:Turnkey marketing systems, elite travel rewards, group health options, and carrier contracts.

Ready to Build?Please note: This opportunity is 100% commission-based, engineered specifically for individuals who refuse to be capped by traditional salary limits. With total remote freedom, passive renewal revenue streams, and unlimited earning potential, your income will directly reflect your ambition and client impact.