Remote Sales & Client Engagement Specialist

Stratford Davis LLC; Bismarck (ND); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonuses

Company-sponsored vacation packages

Life insurance

Healthcare exchange options

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join our fast-growing remote team. Engage clients digitally, uncover long-term financial goals, and deliver tailored protection solutions.

You will initiate conversations, conduct virtual needs sessions, and maintain trusted advisor relationships while following professional standards and compliance. Training, bonuses, and flexible scheduling are provided to help you excel from home.

Qualifications

• High energy and a positive attitude in a performance-driven environment.
• Comfort with video consultations and clear digital communication.
• Strong time-management and goal-oriented mindset.
• Customer service or sales experience is a bonus; training provided.

Responsibilities

• Prospect engagement through outreach, social channels, and networking.
• Conduct virtual needs analyses to identify financial gaps and present options.
• Maintain long-term client relationships to ensure high satisfaction.
• Adhere to professional standards, transparency, and regulatory compliance.

Skills

High energy

Positive attitude

Performance-focused

Video consultations

Time management

Customer service / sales experience

Tools

Video conferencing tools

Job description

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join our fast-growing remote team. Engage clients digitally, uncover long-term financial goals, and deliver tailored protection solutions.

You will initiate conversations, conduct virtual needs sessions, and maintain trusted advisor relationships while following professional standards and compliance. Training, bonuses, and flexible scheduling are provided to help you excel from home.