Stratford Davis
Remote Sales & Engagement Associate
Boise, USفي الموقععقددوام كامل
تم النشر في 16 سبتمبر 2026
تم نشر هذه الوظيفة باللغة EN
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
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.
- 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.
ملخص الدور
نوع الوظيفة
دوام كامل
المهارات المطلوبة
Digital prospecting and active outreachSocial media outreach and social sellingVirtual networkingClient needs analysis / financial needs assessmentVirtual consultations and video communicationConsultative selling and closingClient relationship management and retentionRegulatory compliance and professional conductTime management and calendar disciplineGoal orientation and performance-driven sellingCustomer service fundamentalsPresentation of tailored financial product solutionsCoachability and learning agility
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