Junior Life & Financial Solutions Specialist

Stratford Davis LLC; Seattle (WA); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Turnkey marketing systems

Group health options

Elite travel rewards

Carrier contracts

Job summary

Stratford Davis LLC in Seattle, WA seeks a Junior Life & Financial Solutions Specialist to help clients secure financial protection and build a scalable, remote business. You will learn from turnkey systems, carrier access, and structured training designed to empower entrepreneurial sales professionals.

You will initiate contacts, analyze profiles, and guide clients through whole life, term, IULs, and retirement products via virtual presentations, with ongoing support for policy updates and

Qualifications

• State Life & Health Insurance License (required or in progress).
• Entrepreneurial mindset focused on building a lasting business asset.
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.

Responsibilities

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

Skills

Entrepreneurial mindset

Sales outreach

Client relationship management

Communication skills

Education

State Life & Health Insurance License (or in progress)

Tools

Virtual meeting tech

CRM / pipeline management

Cloud tools

Job description

Junior Life & Financial Solutions Specialist

Seattle, United States | Posted on 10/27/2026

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.