Virtual Sales Associate (Entry-Level)

Stratford Davis LLC; Houston (TX); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home-based work

Lead flow

Training & coaching

Annual trips and conferences

Job summary

Stratford Davis LLC in Houston, Texas, is seeking an associate to engage inbound interest, qualify conversations, and move ready prospects toward a sale. The position blends virtual meetings with hands-on coaching so you never guess what “good” looks like.

You will present Life Insurance, Indexed Universal Life (IUL), and Annuities to engaged leads while educating them on how each product works. Mentors help refine messaging and scripts and you benefit from a home-based setup with 3–4 focused

Responsibilities

• Engage pre-qualified leads promptly and book consultation slots.
• Qualify interest: timeline, motivation, and household priorities.
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities to engaged leads while educating them on how each product works.
• Host professional virtual meetings that balance curiosity with clarity.
• Coordinate handoffs and follow-ups so no warm lead goes cold.
• Share feedback with mentors so messaging and scripts keep improving.

Skills

Lead engagement

Qualifying conversations

Life insurance knowledge

Virtual meetings

Tools

CRM software

Job description

Houston, United States

As an insurance and financial planning firm, we win when leads feel heard and then guided. Entrepreneur Magazine has celebrated our workplace twice; Glassdoor and Indeed feedback stays strong; a six-year Inc. 5000 streak and Forbes features underline a culture that develops entry-level talent instead of burning it out.

This associate role splits time between engaging inbound interest, qualifying conversations, and helping move ready prospects through a sale. Coaches stay involved so you never guess what “good” looks like.

Responsibilities

• Engage pre-qualified leads promptly and book consultation slots.
  
• Qualify interest: timeline, motivation, and household priorities.
  
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities to engaged leads while educating them on how each product works.
  
• Host professional virtual meetings that balance curiosity with clarity.
  
• Coordinate handoffs and follow-ups so no warm lead goes cold.
  
• Share feedback with mentors so messaging and scripts keep improving.
  

What You Get

• Home-based flexibility around 3–4 focused days.
  
• Consistent lead flow without cold calling.
  
• Entry-level courses, live coaching, and free sales/lead platforms.
  
• Mentors who measure activity and celebrate progress.
  
• Fully paid annual trips and conferences for rising performers.
  

Compensation is high commission-based and tracks both the leads you advance and the sales you help close.