Remote Sales & Engagement Associate

Stratford Davis; San Francisco (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Life insurance

Healthcare options (medical, dental, &

Vision coverage

Quarterly awards

Bonus opportunities

Company-sponsored vacation packages

Job summary

Stratford Davis LLC in San Francisco, CA, is seeking a Remote Sales & Engagement Associate to engage clients through digital channels, uncover financial goals, and deliver tailored solutions.

This remote, fully work-from-home position offers turnkey training, performance incentives, and opportunities to earn uncapped commissions through client results and proactive outreach.

Qualifications

• High energy, positive attitude and strong drive to succeed in a performance-focused environment.
• Comfortable holding video consultations and communicating clearly over digital channels.
• Goal-oriented mindset with strong time-management discipline.
• Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.
• Work fully from home with full control over your daily calendar.
• Turnkey onboarding pipeline designed to take you from beginner to top producer.
• Incentives include quarterly awards, financial bonuses, and company-sponsored vacation packages.
• Access to life insurance and healthcare exchange options (medical, dental, vision).
• Commission-driven opportunity: income entirely based on performance and client results.

Responsibilities

• Prospect engagement through outreach, social channels, and networking.
• Needs analysis via virtual sessions to identify financial gaps and present options.
• Relationship retention through trusted, long-term advisor relationships.
• Maintain professional standards with transparency, professionalism, and compliance.

Skills

High energy

Video consultations

Goal-oriented

Customer service or sales experience (

Work-life alignment

Turnkey training

Incentives & recognition

Benefits options

Commission-based earnings

Job description

San Francisco, United States | Posted on 11/04/2026

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.