Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Billings (MT); Remote; USD 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Turnkey marketing systems

Elite travel rewards

Group health options

Carrier contracts

Zusammenfassung

Stratford Davis LLC seeks a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection from Billings, MT. You will drive client outreach, analyze financial profiles, and present solutions via virtual meetings to guide clients toward secure financial futures.

The role offers a completely commission-based earning structure, access to turnkey marketing systems, and ongoing coaching.

Qualifikationen

• State Life & Health Insurance License is 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 commitment to serving client needs.

Aufgaben

• 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.

Kenntnisse

Licenses: Life & Health

Entrepreneurial mindset

Virtual meeting tech

Pipeline management

Tools

CRM software

Cloud tools

Virtual meeting platforms

Jobbeschreibung

Junior Life & Financial Solutions Specialist

Billings, United States | Posted on 10/18/2026

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.