Remote Sales & Engagement Specialist

Stratford Davis LLC; North Carolina; Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonuses

Vacation packages

Life insurance

Healthcare options

Job summary

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 long-term financial goals, and deliver customized solutions.

The role emphasizes remote, video-based meetings, a turnkey onboarding process, and performance-based incentives, including quarterly awards and company-sponsored vacation packages.

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.
• Comprehensive training will be provided.

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

High energy

Positive attitude

Goal-oriented

Time management

Video consultations

Tools

Video conferencing

Job description

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 long-term financial goals, and deliver customized solutions.

The role emphasizes remote, video-based meetings, a turnkey onboarding process, and performance-based incentives, including quarterly awards and company-sponsored vacation packages.