Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Cleveland (OH); Remote; USD 20,000 - 120,000; Full time

Benefits offered by this job

Turnkey marketing systems

Elite travel rewards

Group health options

Carrier contracts

Job summary

Stratford Davis LLC in Cleveland, Ohio, invites motivated professionals to launch a remote agency career in life insurance and financial protection.

This opportunity provides turnkey marketing systems, training, carrier access, and 100% remote work with a 4-day workweek; compensation is 100% commission-based and designed to reward your effort and client impact.

Qualifications

• Must hold or be pursuing a Life & Health Insurance license.
• Entrepreneurial mindset focused on building a long-term asset.
• Proficient with virtual meeting tech, cloud tools, and pipeline management software.
• Strong personal drive, integrity, and client-service commitment.

Responsibilities

• Initiate client contacts using digital outreach methods and networking.
• Analyze financial profiles to recommend life insurance products and annuities.
• Deliver virtual presentations guiding clients toward financial decisions.
• Maintain contact with policyholders for updates and beneficiary changes.
• Engage in coaching and product training sessions.

Skills

Licensing in Life & Health Insurance

Entrepreneurial mindset

Virtual meeting tech

CRM / pipeline management

Integrity & client service

Tools

Video conferencing tools

CRM software

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Cleveland, United States | Posted on 10/24/2026

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.