Remote Client Engagement & Finance Advisor

Stratford Davis LLC

Bismarck (ND)

Remote

USD 40,000 - 110,000

Full time

4 days ago

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Benefits offered by this job

Life insurance

Healthcare options

Quarterly bonuses

Vacation packages

Fully remote

Job summary

Stratford Davis LLC is seeking a highly motivated Remote Sales & Engagement Associate to join our fast-growing remote team. You will engage with clients through digital channels, identify long-term financial goals, and tailor solutions that protect what matters most.

Work fully from home with control over your calendar. You will participate in turnkey onboarding, earn commissions with uncapped potential, and enjoy quarterly awards, bonuses, and vacation incentives as part of a supportive

Qualifications

High energy, positive attitude, and drive to succeed in a performance-focused environment.
Comfortable holding video consultations and communicating clearly over digital channels.
Goal-oriented mindset paired with strong time-management discipline.
Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.
Work fully from home with full control over your daily calendar.
Turnkey training system onboarding from beginner to top producer.
Incentives & recognition through quarterly awards and bonuses.
Benefits include life insurance and healthcare exchange options.

Responsibilities

Prospect Engagement: Initiate conversations with prospective clients through active outreach, social channels, and networking.
Needs Analysis: Conduct virtual sessions to discover financial gaps and present tailored product options.
Relationship Retention: Maintain trusted, long-term advisor relationships to ensure high client satisfaction.
Professional Standards: Execute all business activities with total transparency, professionalism, and industry compliance.