Remote Sales & Engagement Associate

Stratford Davis LLC; Chicago (IL); Remote; USD 40,000 - 70,000; 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 Remote Sales & Engagement Associate to join a fast-growing remote team. You will engage clients through digital channels, uncover long-term financial goals, and deliver customized solutions. The role offers turnkey onboarding, quarterly bonuses, and full work‑from‑home flexibility.

Ideal candidates are high-energy, strong communicators, and goal‑oriented with solid time management. Prior sales or customer service experience is a plus, but training is provided.

Qualifications

• High energy, positive attitude and drive to succeed in a performance‑focused environment.
• Comfortable holding video consultations and communicating clearly over digital channels.
• Goal‑oriented mindset 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.
• turnkey training onboarding to get you from beginner to top producer.

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 transparency, professionalism, and industry compliance.

Skills

High energy

Video consultations

Time management

Sales mindset

Digital outreach

Tools

Video conferencing tools

Job description

Chicago, United States | Posted on 11/04/2026

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.