Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Boston (MA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Training provided

Job summary

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist for a fully remote role. You will drive client outreach, present life insurance and retirement products, and guide clients toward informed financial decisions.

The position offers coaching, training, and ongoing mentorship while enabling you to work from anywhere with flexible hours. High commission potential is emphasized, with training provided to build a scalable remote agency business.

Qualifications

• Strong entrepreneurial mindset.
• Proficiency with virtual meeting tech, cloud tools and pipeline management software.
• Relentless drive, high integrity and commitment to client needs.

Responsibilities

• Initiate client contacts using digital outreach, warm leads and networking.
• Present Life Insurance, IUL and Annuities after assessing client priorities.
• Deliver virtual presentations guiding clients to financial security decisions.
• Maintain contact with policyholders, assist with updates and beneficiary changes.
• Engage in group coaching, product training and executive mentorship.

Skills

Entrepreneurial mindset

Virtual meeting tools

Cloud tools

Pipeline management software

High integrity

Client service

Job description

Junior Life & Financial Solutions Specialist

Boston, United States | Posted on 11/07/2026

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.