Stratford Davis
Remote Business Development Associate
Dallas, USOn-siteContractFull-time
Posted Sep 11, 2026
About the Organization
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
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.
- 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.
- 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.
- Incentive Travel: Earn spots on fully funded, luxury international trips and annual conferences for top performers.
- 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.
Role snapshot
Job type
Full-time
Required skills
Team CollaborationFinancial Needs Analysis (client needs assessment)Remote/Virtual Consultations (phone & video communication)Financial Strategy Design (custom financial security planning)Solution & Sales Presentation (product walkthroughs)Product Knowledge: Indexed Universal Life (IUL)Product Knowledge: AnnuitiesProduct Knowledge: Term & Whole Life InsuranceLead Management & Pipeline Conversion (working pre-vetted leads)Sales Technology & CRM proficiency (proprietary digital platforms and sales tools)Sales Closing & NegotiationTime Management & Self-Management (schedule autonomy)Client Relationship Management & Trust Building
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