Remote Sales & Engagement Pro — Training & Commission

Stratford Davis LLC

Boston (MA)

Remote

USD 60,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Quarterly awards
Bonuses
Vacation packages
Life insurance
Healthcare options

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to engage with clients through digital channels, identify their goals, and deliver customized financial solutions from a home office. You will build trust, conduct virtual consultations, and present options that protect what matters most to clients.

The role emphasizes performance-driven compensation, ongoing onboarding, and a fast-growing remote team.

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 fully from home with full control over your daily calendar.

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.

Skills

Communication skills
Time management
Video calls
Customer service
Sales mindset

Job description

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to engage with clients through digital channels, identify their goals, and deliver customized financial solutions from a home office. You will build trust, conduct virtual consultations, and present options that protect what matters most to clients.

The role emphasizes performance-driven compensation, ongoing onboarding, and a fast-growing remote team.

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