Remote Sales & Engagement Associate

Stratford Davis; Cincinnati (OH); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is seeking a Remote Sales & Engagement Associate to connect with clients via digital channels, identify their long-term financial goals, and deliver tailored solutions from home.

This commission-only role offers flexible hours, uncapped earnings, and training with mentorship. You will manage your calendar, conduct virtual consultations, and maintain strong client relationships while upholding professional standards.

Qualifications

• Excellent ability to engage clients via video and digital channels.
• Strong listening and needs-analysis skills to tailor solutions.
• Proven self-motivation in a performance-driven environment.
• Comfort with working remotely and managing own schedule.

Responsibilities

• Initiate conversations with prospective clients through outreach and social channels.
• Conduct virtual sessions to uncover financial goals and present options.
• Maintain long-term advisor relationships for high client satisfaction.
• Educate clients on Life Insurance, IUL, and Annuities.
• Operate with transparency, professionalism, and regulatory compliance.

Skills

High energy

Digital communication

Time management

Commission-based selling

Job description

Cincinnati, United States | Posted on 11/13/2026

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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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.
• 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.
• Commission-Driven Opportunity: Income for this position is entirely commission-only. By removing standard earning ceilings, your revenue potential directly aligns with your dedication, output, and client results.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.