Remote Sales & Engagement Associate

Stratford Davis LLC; Pennsylvania; Remote; USD 60,000 - 150,000; Full time

Job summary

Stratford Davis LLC in Philadelphia, PA, seeks a Remote Sales & Engagement Associate to connect with clients via digital channels, uncover long-term financial goals, and tailor solutions that protect what matters most. You will handle outreach, virtual needs analyses, and education on Life Insurance, IUL, and Annuities while building trusted, long-term relationships.

This role is fully remote with flexible hours and commission-only earnings.

Qualifications

• High energy and a positive attitude in a performance-driven environment.
• Comfortable conducting video consultations and communicating clearly via digital channels.
• Goal-oriented with strong time-management discipline.
• Work fully from home with control over your daily calendar.
• Turnkey training system with comprehensive onboarding to become a top producer.
• Commission-based opportunity; income is entirely commission-only with uncapped commissions.

Responsibilities

• Prospect Engagement: Initiate conversations with prospective clients through outreach and social channels.
• Needs Analysis: Conduct virtual sessions to identify financial gaps and present tailored product options.
• Relationship Retention: Maintain long-term advisor relationships for high client satisfaction.
• Client Education: Sell, educate, and present Life Insurance, IUL, and Annuities.
• Professional Standards: Conduct business with transparency, professionalism, and compliance.

Skills

Video consultations

Time management

Self-motivation

Communication skills

Commission-based mindset

Job description

Philadelphia, United States | Posted on 11/07/2026

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.