Virtual Business Development Sales Associate (Beginner Level)

Stratford Davis; San Jose (CA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis in San Jose is seeking a Virtual Business Development Sales Associate at beginner level. This fully remote role centers on building a new client pipeline through conversations, discovery, and proposals, with coaching and flexible hours.

You will nurture first-touch conversations, map decision-makers, and present Life Insurance, Indexed Universal Life (IUL), and Annuities to prospects. Compensation is high-commission only with uncapped earnings tied to the business you originate.

Qualifications

• No prior experience required; beginner-friendly training and mentorship provided.
• Strong communication and listening skills are essential.
• Comfort with online meetings and digital tools for sales.

Responsibilities

• Initiate and nurture first-touch conversations with pre-qualified prospects.
• Map decision-makers, timelines, and household priorities.
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities to prospects.
• Run virtual discovery and proposal meetings.
• Document next steps so opportunities stay visible to your mentor.
• Ask for referrals as part of every engagement.

Skills

Prospecting

Lead qualification

Sales presentations

Virtual meetings

Job description

Virtual Business Development Sales Associate (Beginner Level)

San Jose, United States

Beginner-level associates here open doors: new conversations, new households, and new referral paths. You are not managing a legacy book — you are building one, with coaching that treats business development as a skill you can practice daily.

Company Context

We operate an insurance and financial planning firm known for energetic collaboration. Entrepreneur Magazine has recognized the workplace twice; Glassdoor and Indeed scores are consistently strong; six consecutive Inc. 5000 appearances and Forbes features confirm the growth story is real.

Associate Activities

• Initiate and nurture first-touch conversations with pre-qualified prospects.
• Map decision-makers, timelines, and household priorities.
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities to prospective clients as you develop new business relationships.
• Run crisp virtual discovery and proposal meetings.
• Document next steps so every opportunity stays visible to your mentor.
• Ask for referrals as part of every successful engagement.

Plan roughly 3–4 high-impact days. Work a qualified pipeline without cold calling. Use no-cost beginner training, modern platforms, and direct mentorship.

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 commission based on the business you place.

Pay is high commission-only and tracks the new business you origin -