Junior Life & Financial Solutions Specialist

Stratford Davis LLC; San Antonio (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

4-day workweek

Remote work from anywhere

Turnkey marketing systems

Group health options

Elite travel rewards

Job summary

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to drive client outreach and financial guidance remotely from any location. Join a fast-moving team that provides systems, training, and carrier access while you build a scalable business asset.

You will analyze client profiles, present flexible life insurance and retirement solutions, and stay engaged through ongoing coaching and product training.

Qualifications

• Entrepreneurial mindset focused on building a lasting business asset.
• Strong sales capabilities and willingness to build a client base.
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.
• License in Life & Health Insurance required or in progress.

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 guiding clients toward financial 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 ability

Virtual meeting tools

Cloud tools

Pipeline management

Integrity

Education

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

Job description

Junior Life & Financial Solutions Specialist

San Antonio, United States | Posted on 11/01/2026

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.