Remote Sales & Engagement Associate

Stratford Davis LLC; Indianapolis (IN); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Quarterly bonuses

Vacation packages

Life insurance

Healthcare exchange options

Job summary

Stratford Davis LLC in Indianapolis seeks a Remote Sales & Engagement Associate to engage clients through digital channels, uncover long-term financial goals, and deliver customized solutions that protect what matters most.

You will prospect new clients, conduct needs analyses via virtual sessions, and nurture relationships for high client satisfaction, while adhering to professional standards in a fully remote, commission-based role with turnkey training and incentives.

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.
• Work fully from home with full control over your daily calendar.
• Turnkey onboarding pipeline designed to take you from beginner to top producer.
• Income is commission-based with incentives and performance-based rewards.

Responsibilities

• Prospect engagement: initiate conversations with prospective clients through outreach and social channels.
• Needs analysis: conduct virtual sessions to discover financial gaps and present tailored options.
• Relationship retention: maintain long-term advisor relationships for high client satisfaction.
• Professional standards: operate with transparency, professionalism, and compliance.

Skills

High energy

Sales experience

Video consultations

Time management

Digital communication

Job description

Indianapolis, United States | Posted on 11/01/2026

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.