Remote Life & Financial Solutions Specialist — 4‑Day Week
Stratford Davis LLC
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Job summary
Stratford Davis LLC is seeking aJunior Life & Financial Solutions Specialist to drive client outreach and tailor life insurance solutions from a fully remote setup. You will analyze client financials and present suitable products through compelling virtual presentations, building long-term client relationships and revenue streams.
The role emphasizes an entrepreneurial mindset, ongoing coaching, and the flexibility of a 4-day workweek.
Qualifications
- State Life & Health Insurance License is 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 products like whole life, term life, IULs, and retirement annuities.
- Deliver high-impact virtual video presentations guiding clients toward 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
Education
Tools
Job description
Stratford Davis LLC is seeking aJunior Life & Financial Solutions Specialist to drive client outreach and tailor life insurance solutions from a fully remote setup. You will analyze client financials and present suitable products through compelling virtual presentations, building long-term client relationships and revenue streams.
The role emphasizes an entrepreneurial mindset, ongoing coaching, and the flexibility of a 4-day workweek.
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