Remote Sales & Engagement Associate

Stratford Davis; Milwaukee (WI); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Comprehensive onboarding

Job summary

Stratford Davis is seeking a Remote Sales & Engagement Associate to engage clients via digital channels, uncover their financial goals, and present tailored life insurance and annuity solutions.

This fully remote role offers flexible hours, training, ongoing mentorship, and uncapped commissions with earnings tied to performance.

Qualifications

• Motivation to succeed in a performance-driven environment.
• Comfortable conducting video consultations and digital communications.
• Strong time-management and organizational skills.
• Willing to work remotely with flexible hours.

Responsibilities

• Prospect engagement through outreach, social channels, and networking.
• Needs analysis via virtual sessions to identify gaps and present options.
• Maintain long-term client relationships for high satisfaction.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Uphold professionalism and industry compliance in all activities.

Skills

High energy

Positive attitude

Goal oriented

Video consultations

Time management

Job description

Milwaukee, United States | Posted on 11/10/2026

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.