Remote Sales & Engagement Associate

Stratford Davis; Town of Newark (WI); Remote; USD 60,000 - 150,000; Full time

Job summary

Stratford Davis seeks an enthusiastic Remote Sales & Engagement Associate to drive client engagement and tailor financial solutions from a home-based setting. You will conduct virtual consultations, uncover client goals, and present Life Insurance, IUL, and Annuity options.

We provide turnkey onboarding and mentorship, with a fully remote schedule and flexible hours. Success is commission-based with uncapped earning potential based on results.

Qualifications

• Candidate is energetic, positive, and driven to succeed in a performance-based environment.
• Comfortable conducting video calls and communicating clearly via digital channels.
• Strong time-management skills and goal-oriented mindset.

Responsibilities

• Engage prospects via outreach, social channels, and networking.
• Conduct virtual sessions to identify financial gaps and tailor options.
• Maintain long-term client relationships and satisfaction.
• Educate clients on Life Insurance, IUL, and Annuities.
• Ensure professional standards, transparency, and compliance.

Skills

High energy

Video consultations

Goal oriented

Work-life balance

Training program

Commission-driven

Job description

Newark, 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.