Remote Client Growth & Engagement Advisor

Stratford Davis LLC; Oklahoma; Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Quarterly bonuses

Vacation packages

Life insurance

Healthcare options

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join our fast-growing remote team. You will engage with clients via digital channels to uncover long-term financial goals and deliver customized solutions that protect what matters most.

Core responsibilities include prospect engagement, needs analysis, and maintaining strong advisor relationships, all while delivering results in a fully remote setup with turnkey onboarding and revenue-based incentives.

Qualifications

• Energetic and results-driven with a focus on outcomes.
• Comfortable with video consultations and digital communication.
• Strong time management and organizational skills.
• Previous customer service or sales experience is a plus; training provided.

Responsibilities

• Engage prospective clients via digital channels and outbound outreach.
• Conduct virtual sessions to identify financial gaps and present product options.
• Maintain long-term advisor relationships to ensure client satisfaction.
• Uphold professional standards and regulatory compliance in all activities.

Skills

High energy

Positive attitude

Performance-focused

Time management

Job description

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join our fast-growing remote team. You will engage with clients via digital channels to uncover long-term financial goals and deliver customized solutions that protect what matters most.

Core responsibilities include prospect engagement, needs analysis, and maintaining strong advisor relationships, all while delivering results in a fully remote setup with turnkey onboarding and revenue-based incentives.