Remote Sales & Engagement Associate

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

Benefits offered by this job

Fully remote

Flexible hours

Mentorship and training

Uncapped commissions

Job summary

Stratford Davis is seeking a Remote Sales & Engagement Associate to engage clients digitally, uncover their financial goals, and offer tailored life insurance and annuity options. The role emphasizes high energy, excellent communication via video, and self-management in a fully remote setting.

You will work with a turnkey training program, enjoy flexible hours, and thrive in a commission-only environment with uncapped earnings based on client results.

Qualifications

• High energy, positive attitude, and a strong drive to succeed in a performance-focused environment.

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.

Skills

High energy

Video calls

Time management

Self-motivated

Remote work

Job description

San Jose, 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.