Remote Sales & Engagement Associate

Stratford Davis; Minneapolis (MN); Remote; USD 40,000 - 100,000; Full time

Job summary

Stratford Davis in Minneapolis is seeking a Remote Sales & Engagement Associate to drive client engagement via digital channels, uncover long‑term financial goals, and present tailored Life Insurance, Indexed Universal Life (IUL), and Annuity options to clients.

This fully remote role offers flexible hours, onboarding, ongoing mentorship, and uncapped commissions driven by performance. You work from home with control over your schedule while building trusted advisor relationships.

Qualifications

• Must be highly energetic with a proactive, goal‑driven attitude.
• Experience engaging clients via video calls and digital channels.
• Strong time-management and calendar control.
• Willingness to work remotely with flexible hours.
• Passion for helping clients meet long-term financial goals.

Responsibilities

• Engage prospects through digital channels and outreach.
• Conduct virtual needs analyses to tailor product options.
• Build and maintain long-term client relationships.
• Educate clients on Life Insurance, IUL, and Annuities.
• Maintain professional, compliant business practices.

Skills

Video consultations

Digital channels

Time management

Goal-oriented

Self-motivation

Job description

Minneapolis, 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.