Remote Sales & Engagement Associate

Stratford Davis LLC; Tulsa (OK); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is hiring a Remote Sales & Engagement Associate to engage clients through digital channels and uncover long-term financial goals. You will deliver customized solutions while working fully from home, with a turnkey onboarding process and quarterly incentives.

The role emphasizes prospect engagement, needs analysis, and maintaining trusted client relationships, all through a remote, commission-based compensation structure that aligns earnings with performance.

Qualifications

• High energy and positive attitude required.
• Comfortable with video consultations and digital communication.
• Goal-oriented mindset with strong time management.
• Experience in customer service or sales is a plus; training provided.

Responsibilities

• Prospect engagement through outreach and social channels.
• Conduct virtual needs analyses to identify financial gaps and present options.
• Maintain long-term client relationships for high satisfaction.
• Operate with transparency, professionalism, and compliance.

Skills

High energy

Video consultations

Goal oriented

Sales experience bonus

Remote work

Training program

Incentives

Benefits access

Commission-based pay

Job description

Tulsa, United States

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.