Junior Life & Financial Solutions Specialist

Stratford Davis LLC; New Jersey; À distance; USD 30 000 - 70 000; Plein temps

Avantages offerts par ce poste

Elite travel rewards

Group health options

Carrier contracts

Résumé du poste

Stratford Davis LLC is hiring a Junior Life & Financial Solutions Specialist, offering 100% remote work from home with a 4-day operational schedule. The role focuses on launching a remote agency career in life insurance and financial protection using turnkey systems and carrier access.

You will engage in outreach, analyze client financials, and present virtual consultations to guide customers toward financial security and policy decisions.

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.

Responsabilités

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

Connaissances

Entrepreneurial mindset

Virtual meeting tools

Cloud tools

Pipeline management

High integrity

Client service

Outils

CRM tooling

Description du poste

Junior Life & Financial Solutions Specialist

Burlington, 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.

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.