Junior Life & Financial Solutions Specialist

Stratford Davis LLC; West Virginia; Remote; USD 50,000 - 80,000; Full time

Job summary

Stratford Davis LLC invites high-performing sales talent to launch a remote agency career in life insurance and financial protection. We provide turnkey marketing systems, training, and carrier access; you bring drive and passion to succeed.

This role is remote with a flexible 4-day workweek and mobility to work from home or anywhere with internet access. You will build a lasting business asset and help clients secure future financial protection.

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.
• Relentless drive, high integrity, and 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 life products and retirement options.
• Deliver high-impact virtual presentations guiding clients toward financial security decisions.
• Maintain continuous contact with policyholders for policy updates and beneficiary changes.
• Engage in daily group coaching, product training sessions, and executive mentorship.

Skills

Entrepreneurial mindset

Virtual meeting tech

Cloud tools

Pipeline management software

Education

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

Tools

Virtual meeting software

Cloud tools

CRM / pipeline software

Job description

Junior Life & Financial Solutions Specialist

Raleigh, 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.