Remote Sales & Engagement Associate

Stratford Davis LLC; California; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Quarterly awards

Financial bonuses

Company-sponsored vacation packages

Life insurance

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join a fast-growing remote team. You will engage with clients through digital channels, uncover their financial goals, and deliver customized solutions.

The role emphasizes virtual consultations, prospect engagement, and ongoing client relationships. Training is provided, with incentives, bonuses, and benefits as part of a commission-based earning model.

Qualifications

• High energy, positive attitude in a performance-driven environment.
• Comfortable conducting video consultations and communicating clearly via digital channels.
• Strong time-management and goal-oriented mindset.
• Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.

Responsibilities

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

Skills

High energy

Video consultations

Time management

Customer service

Sales experience

Job description

Los Angeles, 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.