Remote Sales & Engagement Specialist

Stratford Davis LLC; California; À distance; USD 50 000 - 120 000; Plein temps

Avantages offerts par ce poste

Quarterly awards

Financial bonuses

Company-sponsored vacation packages

Life insurance

Résumé du poste

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join a fast-growing remote team. You will engage with clients through digital channels, uncover their financial goals, and deliver customized solutions.

The role emphasizes virtual consultations, prospect engagement, and ongoing client relationships. Training is provided, with incentives, bonuses, and benefits as part of a commission-based earning model.

Qualifications

• High energy, positive attitude in a performance-driven environment.
• Comfortable conducting video consultations and communicating clearly via digital channels.
• Strong time-management and goal-oriented mindset.
• Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.

Responsabilités

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

Connaissances

High energy

Video consultations

Time management

Customer service

Sales experience

Description du poste

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join a fast-growing remote team. You will engage with clients through digital channels, uncover their financial goals, and deliver customized solutions.

The role emphasizes virtual consultations, prospect engagement, and ongoing client relationships. Training is provided, with incentives, bonuses, and benefits as part of a commission-based earning model.