Remote Sales & Engagement Associate

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

Benefits offered by this job

Quarterly awards

Bonuses

Vacation packages

Life insurance

Healthcare options

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to engage with clients through digital channels, identify their goals, and deliver customized financial solutions from a home office. You will build trust, conduct virtual consultations, and present options that protect what matters most to clients.

The role emphasizes performance-driven compensation, ongoing onboarding, and a fast-growing remote team.

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 fully from home with full control over your daily calendar.

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.

Skills

Communication skills

Time management

Video calls

Customer service

Sales mindset

Job description

Boston, United States | Posted on 11/01/2026

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.