Remote Life & Financial Solutions Specialist

Stratford Davis; New Orleans (LA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Remote work from home

4-day workweek

Uncapped commissions

Job summary

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to join a fully remote team in New Orleans. You will initiate client contacts using digital outreach, present life insurance products, and deliver persuasive virtual presentations to help clients secure financial futures.

Ideal candidates are entrepreneurial, tech-savvy, and committed to client service with flexible hours. Training and ongoing mentorship are provided in a commission-only structure that rewards performance.

Qualifications

• 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 digital outreach methods, warm lead platforms, and networking strategies.
• Present Life Insurance, IUL, and Annuities after assessing each client’s financial priorities.
• Deliver high-impact virtual video presentations that guide clients toward actionable financial security decisions.

Skills

Entrepreneurial mindset

Remote sales

Client relationship building

Tools

Virtual meeting software

Cloud tools

Pipeline management software

Job description

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to join a fully remote team in New Orleans. You will initiate client contacts using digital outreach, present life insurance products, and deliver persuasive virtual presentations to help clients secure financial futures.

Ideal candidates are entrepreneurial, tech-savvy, and committed to client service with flexible hours. Training and ongoing mentorship are provided in a commission-only structure that rewards performance.