Remote Life & Financial Solutions Specialist

Stratford Davis LLC; Nashville (TN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible 4-day workweek

100% remote work

Turnkey marketing systems

Carrier contracts with training

Job summary

Stratford Davis LLC is hiring a Junior Life & Financial Solutions Specialist in Nashville and remotely. The role focuses on prospecting, evaluating client financials, and presenting life insurance products via virtual meetings.

You will work in a 100% remote setup with a flexible 4-day workweek, supported by turnkey marketing systems and carrier contracts. Compensation is commission-based with uncapped earning potential.

Qualifications

• State Life & Health Insurance License (required or in progress).
• Proactive, self-driven with strong sales orientation.
• Comfort with virtual communication and CRM tools.

Responsibilities

• Initiate client contacts using digital outreach and warm leads.
• Analyze financial profiles to recommend life and retirement solutions.
• Deliver virtual presentations guiding clients toward financial decisions.
• Maintain ongoing contact with policyholders for updates and changes.
• Participate in coaching, product training, and mentorship sessions.

Skills

Entrepreneurial mindset

Sales skills

Client relationship mgmt

Education

Life & Health Insurance License (required or in progress)

Tools

Virtual meeting tech

Cloud tools

Pipeline management software

Job description

Stratford Davis LLC is hiring a Junior Life & Financial Solutions Specialist in Nashville and remotely. The role focuses on prospecting, evaluating client financials, and presenting life insurance products via virtual meetings.

You will work in a 100% remote setup with a flexible 4-day workweek, supported by turnkey marketing systems and carrier contracts. Compensation is commission-based with uncapped earning potential.