Remote Business Development Associate

Stratford Davis; San Jose (CA); Remote; USD 90,000 - 200,000; Full time

Benefits offered by this job

Training provided

Remote work

Mentorship and flexible hours

Job summary

Stratford Davis is seeking self-driven individuals for a fully remote sales role in the financial protection industry. You will consult with pre-screened prospects, analyze client needs, and present tailored life insurance and annuity solutions.

Enjoy mentorship, robust digital tools, and a turnkey system with no cold calling. Training is provided, with flexible hours and a remote setup that allows you to work from anywhere.

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.

Job description

San Jose, United States

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?