Remote Life Insurance & Financial Solutions Builder

Stratford Davis LLC; Texas; Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

100% remote work

4-day workweek

Marketing systems

Carrier contracts

Travel rewards

Group health options

Job summary

Stratford Davis LLC in Dallas, TX seeks a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection. You’ll leverage turnkey systems, coaching, and carrier access to grow your client book while working from anywhere with internet.

This 100% commission-based role emphasizes entrepreneurship, daily coaching, and scalable renewal revenue as you help clients secure lasting financial security.

Qualifications

• State Life & Health Insurance License (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.

Responsibilities

• Initiate client contacts using proven digital outreach methods, warm lead platforms, and networking strategies.
• Analyze financial profiles to recommend suitable whole life, term life, IULs, and retirement annuities.
• 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

Client-focused

Networking skills

Education

State Life & Health Insurance License (required or in progress)

Tools

CRM software

Video conferencing tools

Cloud tools

Job description

Stratford Davis LLC in Dallas, TX seeks a Junior Life & Financial Solutions Specialist to build a remote agency career in life insurance and financial protection. You’ll leverage turnkey systems, coaching, and carrier access to grow your client book while working from anywhere with internet.

This 100% commission-based role emphasizes entrepreneurship, daily coaching, and scalable renewal revenue as you help clients secure lasting financial security.