Remote Life & Financial Specialist — Uncapped Pay

Stratford Davis LLC; Boston (MA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Training provided

Job summary

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist for a fully remote role. You will drive client outreach, present life insurance and retirement products, and guide clients toward informed financial decisions.

The position offers coaching, training, and ongoing mentorship while enabling you to work from anywhere with flexible hours. High commission potential is emphasized, with training provided to build a scalable remote agency business.

Qualifications

• Strong entrepreneurial mindset.
• Proficiency with virtual meeting tech, cloud tools and pipeline management software.
• Relentless drive, high integrity and commitment to client needs.

Responsibilities

• Initiate client contacts using digital outreach, warm leads and networking.
• Present Life Insurance, IUL and Annuities after assessing client priorities.
• Deliver virtual presentations guiding clients to financial security decisions.
• Maintain contact with policyholders, assist with updates and beneficiary changes.
• Engage in group coaching, product training and executive mentorship.

Skills

Entrepreneurial mindset

Virtual meeting tools

Cloud tools

Pipeline management software

High integrity

Client service

Job description

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist for a fully remote role. You will drive client outreach, present life insurance and retirement products, and guide clients toward informed financial decisions.

The position offers coaching, training, and ongoing mentorship while enabling you to work from anywhere with flexible hours. High commission potential is emphasized, with training provided to build a scalable remote agency business.