Remote Sales & Engagement Associate

Stratford Davis; Boise (ID); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Quarterly bonuses

Life insurance

Healthcare options

Job summary

Stratford Davis is seeking a highly motivated Remote Sales & Engagement Associate to join our growing team. You will engage clients through digital channels, uncover long-term financial goals, and tailor solutions that protect what matters most.

The role is fully remote, with comprehensive onboarding, an emphasis on performance, and a commission-based compensation structure featuring quarterly bonuses and company-sponsored benefits. Strong communication and time-management skills are essential.

Qualifications

• Willingness to work remotely and manage your calendar.
• Experience in customer service or sales is a bonus; training provided.
• Must maintain professional standards and compliance.
• Comfort with video consultations and digital communication.
• Proactive outreach with clients and networking.

Responsibilities

• Prospect engagement through outreach, social channels, and networking.
• Needs analysis via virtual sessions to identify financial gaps and present options.
• Maintain long-term advisor relationships for high client satisfaction.
• Uphold transparency, professionalism, and compliance in all activities.

Skills

High energy

Video consultations

Time management

Sales experience

Goal oriented

Work-life balance

Turnkey training

Incentives recognition

Life insurance

Commission-based

Job description

Boise, United States | Posted on 08/28/2026

Drive Success Through Digital Connections.

We are seeking an enthusiastic Remote Sales & Engagement Associate to join our fast-growing remote team. In this role, you will engage directly with clients through digital channels, uncover their long-term financial goals, and deliver customized solutions that protect what matters most to them.

Core Responsibilities

• Prospect Engagement: Initiate conversations with prospective clients through active 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: Execute all business activities with total transparency, professionalism, and industry compliance.
  

Candidate Qualifications

• High energy, positive attitude, and a strong drive to succeed in a performance-focused environment.
  
• Comfortable holding video consultations and communicating clearly over digital channels.
  
• Goal-oriented mindset paired with strong time-management discipline.
  
• Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.
  
• Work-Life Alignment: Work fully from home with full control over your daily calendar.
  
• Turnkey Training System: Comprehensive onboarding pipeline designed to take you from beginner to top producer.
  
• Incentives & Recognition: Quarterly awards, financial bonuses, and company-sponsored vacation packages.
  
• Benefits Options: Access to life insurance and healthcare exchange options (medical, dental, vision).
  
• Commission-Driven Opportunity: Income for this position is entirely commission-based. By removing standard earning ceilings, your revenue potential directly aligns with your dedication, output, and client results.