Remote Junior Life & Financial Solutions Specialist

Stratford Davis; Omaha (NE); Remote; USD 40,000 - 120,000; Full time

Benefits offered by this job

Uncapped commissions

Training and mentorship

Flexible remote work

Job summary

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection. You will initiate client contacts, present policies (Life Insurance, IUL, Annuities), and deliver compelling virtual presentations to guide clients toward lasting financial security.

You’ll engage in ongoing coaching and training, maintaining policyholder relationships and handling updates, with a fully remote, flexible 4-day workweek highlighted

Qualifications

• 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.
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities after assessing each client’s financial priorities.
• 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.

Job description

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection. You will initiate client contacts, present policies (Life Insurance, IUL, Annuities), and deliver compelling virtual presentations to guide clients toward lasting financial security.

You’ll engage in ongoing coaching and training, maintaining policyholder relationships and handling updates, with a fully remote, flexible 4-day workweek highlighted