Remote Life & Financial Solutions Expert

Stratford Davis; Detroit (MI); Remote; USD 50,000 - 120,000; Full time

Job summary

Stratford Davis is hiring a Junior Life & Financial Solutions Specialist to build a remote agency business in life insurance and financial protection. You will work from anywhere with a flexible, commission-based compensation plan and receive comprehensive training and mentorship.

In this fully remote role, you’ll initiate client contacts, present insurance products, and guide clients to secure financial protection.

Qualifications

• Entrepreneurial mindset and the ability to build a business asset.
• Proven sales ability and target-driven mindset.
• Strong networking and outreach skills to generate clients.

Responsibilities

• Initiate client contacts using digital outreach and warm leads.
• Present life insurance, IUL, and annuities after assessing client priorities.
• Deliver virtual presentations guiding clients to financial security decisions.
• Maintain contact with policyholders for updates and changes.
• Participate in group coaching, product training, and mentorship.

Skills

Entrepreneurial mindset

Sales skills

Networking

Digital outreach

Tools

Video conferencing tools

Cloud tools

CRM software

Job description

Stratford Davis is hiring a Junior Life & Financial Solutions Specialist to build a remote agency business in life insurance and financial protection. You will work from anywhere with a flexible, commission-based compensation plan and receive comprehensive training and mentorship.

In this fully remote role, you’ll initiate client contacts, present insurance products, and guide clients to secure financial protection.