Remote Sales & Engagement Pro

Stratford Davis; Honolulu (HI); Remote; USD 40,000 - 68,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Quarterly bonuses

Vacation packages

Job summary

Stratford Davis is seeking a motivated Remote Sales & Engagement Associate to join our growing remote team. You will engage clients via digital channels, uncover long-term financial goals, and offer tailored solutions to protect what matters most.

Responsibilities include outreach, virtual needs analysis, and maintaining advisor relationships while upholding professional standards and compliance. This is a commission-based role with full remote flexibility and turnkey training.

Qualifications

• High energy, positive attitude, and 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 fully from home with full control over your daily calendar.
• Turnkey onboarding pipeline designed to take you from beginner to top producer.
• Incentives & Recognition: Quarterly awards, financial bonuses, and company-sponsored vacations.
• Benefits options: Life insurance and healthcare exchange options (medical, dental, vision).
• Commission-driven opportunity: Income is entirely commission-based with earnings tied to results.

Responsibilities

• Prospect Engagement: Initiate conversations with prospective clients through outreach, social channels, and networking.
• Needs Analysis: Conduct virtual sessions to identify financial gaps and present tailored options.
• Relationship Retention: Maintain long-term advisor relationships for high client satisfaction.
• Professional Standards: Conduct all activities with transparency, professionalism, and compliance.

Skills

High energy

Video calls

Time management

Sales experience

Customer service

Job description

Stratford Davis is seeking a motivated Remote Sales & Engagement Associate to join our growing remote team. You will engage clients via digital channels, uncover long-term financial goals, and offer tailored solutions to protect what matters most.

Responsibilities include outreach, virtual needs analysis, and maintaining advisor relationships while upholding professional standards and compliance. This is a commission-based role with full remote flexibility and turnkey training.