Remote Financial Solutions Sales & Engagement Specialist

Stratford Davis LLC; Tulsa (OK); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is hiring a Remote Sales & Engagement Associate to engage clients through digital channels and uncover long-term financial goals. You will deliver customized solutions while working fully from home, with a turnkey onboarding process and quarterly incentives.

The role emphasizes prospect engagement, needs analysis, and maintaining trusted client relationships, all through a remote, commission-based compensation structure that aligns earnings with performance.

Qualifications

• High energy and positive attitude required.
• Comfortable with video consultations and digital communication.
• Goal-oriented mindset with strong time management.
• Experience in customer service or sales is a plus; training provided.

Responsibilities

• Prospect engagement through outreach and social channels.
• Conduct virtual needs analyses to identify financial gaps and present options.
• Maintain long-term client relationships for high satisfaction.
• Operate with transparency, professionalism, and compliance.

Skills

High energy

Video consultations

Goal oriented

Sales experience bonus

Remote work

Training program

Incentives

Benefits access

Commission-based pay

Job description

Stratford Davis LLC is hiring a Remote Sales & Engagement Associate to engage clients through digital channels and uncover long-term financial goals. You will deliver customized solutions while working fully from home, with a turnkey onboarding process and quarterly incentives.

The role emphasizes prospect engagement, needs analysis, and maintaining trusted client relationships, all through a remote, commission-based compensation structure that aligns earnings with performance.