Remote Business Development Associate

Stratford Davis LLC; Boston (MA); Remote; USD 80,000 - 180,000; Full time

Benefits offered by this job

Schedule Autonomy

Zero Cold Calling

Complimentary Learning

Modern Tech Suite

Direct Mentorship

Incentive Travel

Job summary

Stratford Davis LLC in Boston is seeking a high-energy sales professional to lead virtual consultations, identify clients' protection gaps, and present tailored financial security solutions. You will design strategic plans and walk through presentations to close new business.

The role emphasizes a 100% commission- or performance-based earning model with autonomy to manage your own weeks, supported by a turnkey system and industry mentors.

Qualifications

• Experience in financial protection or insurance sales preferred.
• Strong communication and presentation skills.
• Comfortable with virtual consultations and remote work.

Responsibilities

• Collaborate with experienced leaders in a supportive virtual network.
• Consult with pre-screened prospects to identify financial priorities and protection gaps.
• Lead professional phone and video calls to advise clients on tailored solutions.
• Draft custom financial security strategies aligned with client goals.
• Deliver product walkthroughs to secure new business and build partnerships.

Skills

Sales communication

Client needs analysis

Virtual consultations

Solution presentations

Strategic planning

CRM software

Video conferencing tools

Tools

CRM software

Video conferencing tools

Job description

Boston, United States | Posted on 11/01/2026

We are a fast-growing leader in the financial protection industry, widely recognized for our dynamic team culture, supportive environment, and commitment to excellence. Featured in Forbes, named to the Inc. 5000 list for six consecutive years, and twice recognized by Entrepreneur Magazine for our top-tier workplace culture, we take pride in delivering an exceptional career environment backed by outstanding employee reviews.

Core Responsibilities

• Team Collaboration: Work closely alongside experienced leaders within a supportive, high-energy virtual network.
  
• Client Needs Analysis: Consult with pre-screened prospects to identify their unique financial priorities and protection gaps.
  
• Digital Consultations: Lead professional phone and video calls to advise potential clients on tailored solutions.
  
• Strategic Plan Design: Draft custom financial security strategies aligned with long-term client goals.
  
• Solution Presentations: Deliver confident product walkthroughs to secure new business and build trusted partnerships.
  

Why Choose Us?

• Schedule Autonomy: Maintain full control over your workweek—most associates achieve peak performance working 3 to 4 focused days.
  
• Zero Cold Calling: Skip the hassle of cold prospecting with direct access to a consistent pipeline of pre-vetted leads.
  
• Complimentary Learning: Enjoy free access to comprehensive digital training platforms and live skill-building sessions.
  
• Modern Tech Suite: Leverage proprietary digital platforms and advanced sales tools provided at no cost.
  
• Direct Mentorship: Learn directly from seasoned industry authorities who are invested in your professional growth.
  
• Incentive Travel: Earn spots on fully funded, luxury international trips and annual conferences for top performers.
  

Opportunity Highlights

• Core Offerings: Focus primarily on high-value products, including Indexed Universal Life (IUL), annuities, and term/whole life insurance.
  
• Target Candidate: Perfect for self-driven individuals seeking the autonomy of entrepreneurship backed by a proven, turnkey system.
  
• Earning Model: 100% performance-based commission structure, offering uncapped earning potential directly tied to your output.