Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Oakland (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

4-day workweek

Remote work

Turnkey marketing systems

Job summary

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection from Oakland. You will drive outreach, assess client needs, and present tailored solutions from home or anywhere with internet access.

The role emphasizes commissions, ongoing coaching, and a path to independent business growth while leveraging turnkey marketing systems and carrier partnerships.

Qualifications

• Entrepreneurial mindset and drive to build a business asset.
• Proficiency with virtual meeting tech and cloud-based tools.
• Experience with pipeline management software or CRM systems.

Responsibilities

• Initiate client contacts using digital outreach and networking.
• Analyze financial profiles to recommend life insurance options.
• Deliver high-impact virtual presentations to guide clients.
• Maintain contact with policyholders for updates and changes.
• Participate in group coaching and mentorship programs.

Skills

Entrepreneurial mindset

Virtual meeting tech

Cloud tools

Pipeline management

Tools

CRM software

Job description

Junior Life & Financial Solutions Specialist

Oakland, 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.