Remote Sales & Engagement Associate

Stratford Davis LLC; Florida; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Quarterly bonuses

Vacation packages

Remote work

Job summary

Stratford Davis LLC in Charlotte, United States is seeking a Remote Sales & Engagement Associate to engage with clients through digital channels, uncover long-term financial goals, and deliver customized solutions that protect what matters most to them.

You will prospect, analyze client needs, and maintain advisor relationships, all from home, with a turnkey onboarding and incentives including quarterly bonuses and vacation packages.

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 training will be provided.

Responsibilities

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

Skills

High energy

Positive attitude

Performance focus

Video consultations

Time management

Self-motivated

Commission-based

Job description

Charlotte, 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.