Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Philadelphia (Philadelphia County); Remote; USD 50,000 - 100,000; Full time

Job summary

Stratford Davis LLC is seeking aJunior Life & Financial Solutions Specialist to drive client outreach and tailor life insurance solutions from a fully remote setup. You will analyze client financials and present suitable products through compelling virtual presentations, building long-term client relationships and revenue streams.

The role emphasizes an entrepreneurial mindset, ongoing coaching, and the flexibility of a 4-day workweek.

Qualifications

• State Life & Health Insurance License is 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 products like whole life, term life, IULs, and retirement annuities.
• Deliver high-impact virtual video presentations guiding clients toward 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

Entrepreneurial mindset

Sales prospecting

Virtual meeting proficiency

Education

State Life & Health Insurance License (in progress)

Tools

CRM software

Video conferencing

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Philadelphia, 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 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.