Junior Life & Financial Solutions Specialist

Stratford Davis LLC

Fort Lauderdale (FL)

Remote

USD 50,000 - 85,000

Full time

47 hours ago
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Benefits offered by this job

4-day workweek
Remote work from anywhere
Turnkey marketing systems
Elite travel rewards
Group health options

Job summary

Stratford Davis LLC in Fort Lauderdale, FL seeks a Junior Life & Financial Solutions Specialist to launch a remote agency career in life insurance and financial protection. You will use digital outreach, analyze client financials, and present solutions to help clients secure their future.

This role offers a 100% commission structure, a flexible 4-day workweek, and turnkey systems with training and carrier access to support your growth as you build a lasting client base from anywhere with

Qualifications

  • State Life & Health Insurance License (required or in progress).
  • 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.

Responsibilities

  • Initiate client contacts using digital outreach methods and networking strategies.
  • Analyze financial profiles to recommend suitable life insurance products and annuities.
  • Deliver high-impact virtual video presentations guiding clients toward financial security decisions.
  • Maintain continuous contact with policyholders for updates and beneficiary changes.
  • Engage in daily group coaching, product training sessions, and executive mentorship.

Skills

Life & Health License
Entrepreneurial mindset
Sales skills
Client relationship building

Tools

Virtual meeting tech
Cloud tools
Pipeline management software

Job description

Junior Life & Financial Solutions Specialist

Ft. Lauderdale, United States | Posted on 10/30/2026

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.
Benefits
  • 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.
  • Commission: 100% commission-based.
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