Remote Life & Financial Solutions Architect (4-Day Week)

Stratford Davis LLC; Louisville (KY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Elite travel rewards

Group health options

Carrier contracts

Job summary

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection from Louisville, KY, or anywhere with internet access. You will initiate client contacts, analyze financial profiles, and guide clients through decisions via virtual presentations.

The role emphasizes an entrepreneurial mindset, commission-based earnings, and access to turnkey marketing systems with elite travel rewards and group health options.

Qualifications

• 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

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 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.

Skills

Entrepreneurial mindset

Sales drive

Client needs focus

Relationship building

Tools

Virtual meeting tech

Cloud tools

Pipeline management software

Job description

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection from Louisville, KY, or anywhere with internet access. You will initiate client contacts, analyze financial profiles, and guide clients through decisions via virtual presentations.

The role emphasizes an entrepreneurial mindset, commission-based earnings, and access to turnkey marketing systems with elite travel rewards and group health options.