Remote Financial Engagement Advisor

Stratford Davis LLC; North Carolina; Remote; USD 50,000 - 150,000; Full time

Benefits offered by this job

Quarterly bonuses

Company vacations

Life insurance

Healthcare options (medical, dental, &

Job summary

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

You will prospect, analyze needs, and build long-term client relationships while earning commissions and enjoying a turnkey onboarding program along with incentives and benefits.

Qualifications

• High energy, positive attitude and drive to succeed in a performance-focused environment.
• Comfortable holding video consultations and communicating clearly over digital channels.
• Strong time-management discipline and goal-oriented mindset.
• Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.

Responsibilities

• Prospect Engagement: Initiate conversations with prospective clients through 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: Conduct all business activities with transparency, professionalism, and compliance.

Skills

High energy

Video consultations

Time management

Customer service

Sales experience

Work from home

Training program

Commission-based

Job description

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

You will prospect, analyze needs, and build long-term client relationships while earning commissions and enjoying a turnkey onboarding program along with incentives and benefits.