Remote Sales & Engagement Associate

Stratford Davis; Salt Lake City (UT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Flexible schedule

Job summary

Stratford Davis seeks an enthusiastic Remote Sales & Engagement Associate to join a fast-growing remote team. You will engage with clients digitally, uncover long-term financial goals, and deliver customized protection solutions.

Responsibilities include prospecting, needs analysis, and educating clients on life insurance, IUL, and annuities, while maintaining professional standards. Training is provided, with flexible hours and uncapped commissions.

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.

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.

Skills

High energy

Positive attitude

Strong drive to succeed

Video consultations

Time-management

Tools

Video conferencing

Job description

Salt Lake City, United States | Posted on 11/13/2026

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.