Remote Life & Financial Solutions Specialist — 4-Day Week

Stratford Davis LLC; Oakland (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

4-day workweek

Remote work

Turnkey marketing systems

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 Oakland. You will drive outreach, assess client needs, and present tailored solutions from home or anywhere with internet access.

The role emphasizes commissions, ongoing coaching, and a path to independent business growth while leveraging turnkey marketing systems and carrier partnerships.

Qualifications

• Entrepreneurial mindset and drive to build a business asset.
• Proficiency with virtual meeting tech and cloud-based tools.
• Experience with pipeline management software or CRM systems.

Responsibilities

• Initiate client contacts using digital outreach and networking.
• Analyze financial profiles to recommend life insurance options.
• Deliver high-impact virtual presentations to guide clients.
• Maintain contact with policyholders for updates and changes.
• Participate in group coaching and mentorship programs.

Skills

Entrepreneurial mindset

Virtual meeting tech

Cloud tools

Pipeline management

Tools

CRM 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 Oakland. You will drive outreach, assess client needs, and present tailored solutions from home or anywhere with internet access.

The role emphasizes commissions, ongoing coaching, and a path to independent business growth while leveraging turnkey marketing systems and carrier partnerships.