Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Phoenix (AZ); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

4-day workweek

Remote work from anywhere

Turnkey marketing systems

Group health options

Carrier contracts

Job summary

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to drive client outreach and advisory efforts remotely from anywhere with high-speed internet. You will present life insurance and retirement products to prospects and manage ongoing client relationships.

The role emphasizes an entrepreneurial mindset, virtual collaboration, and access to turnkey marketing systems. A 4-day workweek and commission-based earnings shape the flexible, growth-focused environment.

Qualifications

• State Life & Health Insurance License either current 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 client-first approach.

Responsibilities

• Initiate client contacts using digital outreach, warm leads, and networking.
• Analyze financial profiles to recommend relevant life products and annuities.
• Deliver high-impact virtual presentations guiding clients toward financial decisions.
• Maintain contact with policyholders for updates and beneficiary changes.
• Engage in group coaching, product training, and mentorship sessions.

Skills

Entrepreneurial mindset

Remote sales

Customer focus

Virtual meeting tech

Education

State Life & Health Insurance License (required or in progress)

Tools

CRM software

Video conferencing tools

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Phoenix, United States | Posted on 11/04/2026

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.