Junior Life & Financial Solutions Specialist

Stratford Davis; Birmingham (AL); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Uncapped commissions

Job summary

Stratford Davis seeks a Junior Life & Financial Solutions Specialist to drive a remote agency career in life insurance and financial protection. This fully remote role leverages digital outreach, virtual presentations, and ongoing mentorship to build a scalable client book from anywhere with internet access.

You will present Life Insurance, Indexed Universal Life and Annuities, maintain client relationships, and participate in group coaching and product training.

Qualifications

• Must be self-driven with ability to build a lasting business asset.
• Comfort with digital outreach, video presentations, and client follow-up.
• Strong integrity and commitment to serving client needs.

Responsibilities

• Initiate client contacts using proven digital outreach methods and warm lead platforms.
• Present Life Insurance, Indexed Universal Life, and Annuities after assessing financial priorities.
• Deliver high-impact virtual presentations guiding clients toward financial security decisions.

Skills

Entrepreneurial mindset

Digital outreach

Presentation skills

Customer focus

Tools

CRM software

Virtual meeting tech

Cloud tools

Pipeline management

Job description

Junior Life & Financial Solutions Specialist

Birmingham, United States | Posted on 11/13/2026

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.

Present Life Insurance, Indexed Universal Life (IUL), and Annuities after assessing each client’s financial priorities.

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

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.

Ready to Build?This fully remote opportunity offers high, uncapped commission-only compensation. Your commissions depend on the business you place.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.

Compensation is high and commission-only, with uncapped commissions based on the business you place.