Remote Sales & Engagement Advisor (Commission-Based)

Stratford Davis LLC; Indianapolis (IN); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Quarterly bonuses

Vacation packages

Life insurance

Health coverage

Job summary

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

You will lead prospect engagement, conduct virtual needs analyses, and maintain high client satisfaction through transparent, professional communications and a commission-driven compensation model.

Qualifications

• High energy and a strong drive to perform in a results-focused setting.
• Comfortable conducting video consultations and communicating clearly via digital channels.
• Excellent time-management and ability to work remotely with minimal supervision.
• Prior customer service or sales experience is a plus, with training provided.

Responsibilities

• Prospect Engagement: Initiate conversations with prospective clients through digital outreach.
• Needs Analysis: Conduct virtual sessions to identify financial gaps and present tailored options.
• Relationship Retention: Maintain long-term advisor relationships to ensure client satisfaction.
• Professional Standards: Conduct all activities with transparency, professionalism, and compliance.

Skills

High energy

Video calls

Time management

Customer service or sales experience

Remote work discipline

Commission-based earnings mindset

Job description

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

You will lead prospect engagement, conduct virtual needs analyses, and maintain high client satisfaction through transparent, professional communications and a commission-driven compensation model.