Remote Sales & Engagement Associate

Stratford Davis LLC; Chicago (IL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange options (medical,?

Quarterly awards

Company-sponsored vacations

Job summary

Stratford Davis LLC is seeking a highly motivated sales-focused professional who can engage prospects, assess client needs virtually, and present tailored financial product options. The role emphasizes relationship-building and a transparent, compliant approach, with full training provided.

You will work remotely from home with full control over your calendar, aiming for top performance and quarterly incentives.

Qualifications

• High energy, strong drive to succeed in a performance-driven environment.
• Comfortable conducting video consultations and communicating clearly online.
• Excellent time-management and goal-oriented mindset.
• Experience in customer service or sales is a bonus; full training provided.

Responsibilities

• Initiate conversations with prospective clients through outreach and networking.
• Conduct virtual sessions to identify client needs and present tailored options.
• Maintain long-term advisor relationships for high client satisfaction.
• Ensure all business activities meet high standards of transparency and compliance.

Skills

Communication

Time management

Goal oriented

Video consultations

Tools

Video conferencing

Job description

Chicago, United States

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.