Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Chicago (IL); Remote; USD 60,000 - 120,000; Full time

Job summary

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

The role offers 100% commission-based compensation, a flexible 4-day workweek, and global mobility to work remotely from any COVID-safe location with internet access.

Qualifications

• State Life & Health Insurance License (required or in progress).
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.
• Strong entrepreneurial mindset focused on building a lasting business asset.
• Relentless drive, high integrity, and a client-first approach.

Responsibilities

• 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.

Skills

Entrepreneurial mindset

Lead generation

Communication

Video presentations

Digital outreach

Education

Life & Health License

Tools

CRM software

Video conferencing

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Chicago, United States | Posted on 11/01/2026

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.