Remote Sales & Engagement Associate

Stratford Davis LLC; San Diego (CA); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonuses

Vacation packages

Life insurance

Healthcare options

Job summary

Stratford Davis LLC in the United States is seeking an enthusiastic Remote Sales & Engagement Associate to join our fast-growing remote team. You will engage directly with clients through digital channels, uncover their long-term financial goals, and tailor solutions that protect what matters most to them.

The role emphasizes prospect engagement, needs analysis, and building lasting client relationships. You will work from home with full calendar control, participate in a turnkey training

Qualifications

• Energetic and motivated to succeed in a performance-driven environment.
• Comfortable conducting video consultations and communicating digitally.
• Strong time-management and goal-oriented mindset.
• Prior customer service or sales experience is a bonus; training provided.
• Remote work readiness with ability to manage daily calendar.

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.

Skills

High energy

Positive attitude

Video calls

Time management

Sales experience

Job description

San Diego, United States | Posted on 10/29/2026

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.