Remote Sales & Engagement Associate

Stratford Davis; Honolulu (HI); Remote; USD 40,000 - 68,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Quarterly bonuses

Vacation packages

Job summary

Stratford Davis is seeking a motivated Remote Sales & Engagement Associate to join our growing remote team. You will engage clients via digital channels, uncover long-term financial goals, and offer tailored solutions to protect what matters most.

Responsibilities include outreach, virtual needs analysis, and maintaining advisor relationships while upholding professional standards and compliance. This is a commission-based role with full remote flexibility and turnkey training.

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 paired 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 onboarding pipeline designed to take you from beginner to top producer.
• Incentives & Recognition: Quarterly awards, financial bonuses, and company-sponsored vacations.
• Benefits options: Life insurance and healthcare exchange options (medical, dental, vision).
• Commission-driven opportunity: Income is entirely commission-based with earnings tied to results.

Responsibilities

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

Skills

High energy

Video calls

Time management

Sales experience

Customer service

Job description

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.