Junior Life & Financial Solutions Specialist

Stratford Davis LLC; New York (NY); Remote; USD 30,000 - 90,000; Full time

Job summary

Stratford Davis LLC in New York, NY seeks a Junior Life & Financial Solutions Specialist to drive client acquisition remotely. You will initiate contacts, analyze profiles, and deliver virtual presentations to guide financial decisions.

Position offers a 100% commission-based earnings model, accessibility to systems and training, and global mobility with a flexible 4-day workweek. The role emphasizes entrepreneurship and client-focused service.

Qualifications

• 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.

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

License required

Entrepreneurial mindset

Virtual meeting tech

Cloud tools

Pipeline management software

Job description

Junior Life & Financial Solutions Specialist

New York, United States | Posted on 10/18/2026

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.