Remote Life & Financial Solutions Specialist — 4-Day Week, Uncapped Commission

Stratford Davis LLC; North Carolina; Remote; USD 10,000 - 80,000; Full time

Job summary

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to launch a remote agency career in life insurance and financial protection. You will initiate client contacts, present insurance and annuity products, and conduct compelling virtual presentations that help clients secure their financial futures.

This fully remote role offers a four-day workweek, uncapped commission-only compensation, and ongoing mentorship.

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

Entrepreneurial mindset

Virtual meeting tools

Cloud tools

Pipeline management

Integrity

Job description

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to launch a remote agency career in life insurance and financial protection. You will initiate client contacts, present insurance and annuity products, and conduct compelling virtual presentations that help clients secure their financial futures.

This fully remote role offers a four-day workweek, uncapped commission-only compensation, and ongoing mentorship.