Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Nashville (TN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible 4-day workweek

100% remote work

Turnkey marketing systems

Carrier contracts with training

Job summary

Stratford Davis LLC is hiring a Junior Life & Financial Solutions Specialist in Nashville and remotely. The role focuses on prospecting, evaluating client financials, and presenting life insurance products via virtual meetings.

You will work in a 100% remote setup with a flexible 4-day workweek, supported by turnkey marketing systems and carrier contracts. Compensation is commission-based with uncapped earning potential.

Qualifications

• State Life & Health Insurance License (required or in progress).
• Proactive, self-driven with strong sales orientation.
• Comfort with virtual communication and CRM tools.

Responsibilities

• Initiate client contacts using digital outreach and warm leads.
• Analyze financial profiles to recommend life and retirement solutions.
• Deliver virtual presentations guiding clients toward financial decisions.
• Maintain ongoing contact with policyholders for updates and changes.
• Participate in coaching, product training, and mentorship sessions.

Skills

Entrepreneurial mindset

Sales skills

Client relationship mgmt

Education

Life & Health Insurance License (required or in progress)

Tools

Virtual meeting tech

Cloud tools

Pipeline management software

Job description

Junior Life & Financial Solutions Specialist

Nashville, United States | Posted on 10/14/2026

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.