Remote Client Engagement & Revenue Advisor

Stratford Davis; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange options

Quarterly bonuses

Job summary

Stratford Davis is seeking an enthusiastic Remote Sales & Engagement Associate to join our fast-growing remote team. In this role, you will engage directly with clients through digital channels, uncover their long-term financial goals, and deliver customized solutions that protect what matters most to them.

This fully remote position features turn-key onboarding, ongoing coaching, and quarterly incentives. You will conduct virtual sessions, initiate conversations, analyze client needs, and build

Qualifications

• High energy, positive attitude, and drive to succeed in a performance-focused environment.
• Comfortable with video consultations and communicating clearly over digital channels.
• 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 onboarding pipeline designed to take you from beginner to top producer.
• Incentives & recognition include quarterly awards, financial bonuses, and company-sponsored vacation packages.
• Benefits include access to life insurance and healthcare exchange options (medical, dental, vision).
• Commission-based earnings with no standard earning ceilings.

Responsibilities

• Prospect engagement through outreach, social channels, and networking.
• Needs analysis via virtual sessions to identify financial gaps and present options.
• Maintain long-term advisor relationships to ensure client satisfaction.
• Uphold professional standards with transparency and compliance.

Skills

High energy

Positive attitude

Drive to succeed

Video consultations

Time management

Customer service

Sales

Remote work

Training readiness

Job description

Stratford Davis is seeking an enthusiastic Remote Sales & Engagement Associate to join our fast-growing remote team. In this role, you will engage directly with clients through digital channels, uncover their long-term financial goals, and deliver customized solutions that protect what matters most to them.

This fully remote position features turn-key onboarding, ongoing coaching, and quarterly incentives. You will conduct virtual sessions, initiate conversations, analyze client needs, and build