Remote Sales & Engagement Associate

Stratford Davis LLC; Indianapolis (IN); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Quarterly bonuses

Vacation packages

Life insurance

Health coverage

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join our fast-growing remote team. You will engage directly with clients via digital channels, identify long-term financial goals, and tailor solutions that protect what matters most to them.

You will lead prospect engagement, conduct virtual needs analyses, and maintain high client satisfaction through transparent, professional communications and a commission-driven compensation model.

Qualifications

• High energy and a strong drive to perform in a results-focused setting.
• Comfortable conducting video consultations and communicating clearly via digital channels.
• Excellent time-management and ability to work remotely with minimal supervision.
• Prior customer service or sales experience is a plus, with training provided.

Responsibilities

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

Skills

High energy

Video calls

Time management

Customer service or sales experience

Remote work discipline

Commission-based earnings mindset

Job description

Indianapolis, United States | Posted on 10/23/2026

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.