Stratford Davis
Remote Sales & Engagement Associate
San Francisco, USVor OrtVertragVollzeit
Veröffentlicht am 22. Aug. 2026
Diese Stelle wird in EN ausgeschrieben
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.
Rollenübersicht
Jobart
Vollzeit
Erforderliche Kompetenzen
Prospect Outreach (active outreach and lead generation)Social Media Networking and EngagementVirtual Consultation and Video CommunicationFinancial Needs AnalysisSolution Selling / Tailored Product RecommendationClient Relationship Management and RetentionRegulatory Compliance and Professional ConductTime Management and Goal OrientationSelf-Motivation and Performance-Driven Discipline (commission-based sales)Remote Work and Calendar ManagementCustomer Service SkillsLearning Agility and Ability to Complete Structured Onboarding/Training
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