Remote Business Development Associate

Stratford Davis; Milwaukee (WI); Remote; USD 50,000 - 150,000; Full time

Benefits offered by this job

Schedule autonomy

No cold calling

Digital training

Modern tech platform

Mentorship

Job summary

Stratford Davis in Milwaukee, WI, is seeking driven sales professionals for a fully remote role focused on Life Insurance, IUL, and annuities. You will consult prospects, present tailored solutions, and design financial strategies leveraging a turnkey system and a strong pipeline of pre-vetted leads.

This remote position offers schedule autonomy, no cold calling, ongoing digital training, and mentorship from industry experts.

Qualifications

• Must possess strong communication and interpersonal skills.
• Ability to analyze client needs and tailor financial solutions.
• Comfort with virtual meetings and professional phone/video calls.

Responsibilities

• Collaborate with leaders in a supportive virtual network.
• Consult pre-screened prospects to identify financial priorities and protection gaps.
• Lead professional phone and video calls to advise clients on Life Insurance, IUL, and Annuities.
• Sell and educate clients on tailored financial solutions and protections.
• Draft custom financial security strategies aligned with long-term goals.
• Deliver product walkthroughs to secure new business and build partnerships.

Skills

Prospect analysis

Consultative selling

Communication

Presentation skills

Job description

Milwaukee, United States | Posted on 11/11/2026

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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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.

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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.