Remote Business Development Associate

Stratford Davis LLC; New York (NY); Remote; USD 80,000 - 200,000; Full time

Benefits offered by this job

Remote work

Mentorship

Digital training

Job summary

Stratford Davis LLC in New York invites dynamic professionals to join a fast-growing financial protection team. This fully remote role focuses on advising clients on Life Insurance, Indexed Universal Life, and Annuities, using a turnkey system and a strong pipeline of pre-vetted leads.

You will conduct digital consultations, design personal financial strategies, and present solutions during video calls, with training provided and mentorship from seasoned experts.

Qualifications

• Proven sales experience in financial products.
• Strong communication and presentation skills.
• Ability to analyze client needs and propose tailored solutions.

Responsibilities

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

Skills

Sales experience

Communication

Financial products knowledge

Tools

CRM software

Video calls

Job description

New York, United States | Posted on 11/07/2026

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.

Ready to take ownership of your career and build a lucrative, independent future?