Remote Sales & Engagement Associate

Stratford Davis LLC; Boston (MA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join a fast-growing remote team. You will engage clients digitally, identify long-term financial goals, and present customized solutions that protect what matters most to clients.

The role offers comprehensive onboarding, incentives, and life/health options. Work from home with full calendar control and a performance-driven earning potential.

Qualifications

• High energy, positive attitude, driven in a performance-focused environment.
• Comfortable conducting video consultations and clear digital communication.
• Goal-oriented with strong time-management discipline.
• Sales experience is a bonus; comprehensive training will be provided.

Responsibilities

• Prospect Engagement: initiate conversations with prospective clients via outreach, social channels, and networking.
• Needs Analysis: conduct virtual sessions to uncover gaps and present tailored options.
• Relationship Retention: maintain long-term advisor relationships for high client satisfaction.
• Professional Standards: conduct all business activities with transparency, professionalism, and compliance.

Skills

High energy

Video conferencing

Time management

Customer service

Sales experience

Job description

Boston, United States | Posted on 10/29/2026

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.