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Stratford Davis

Stratford Davis

Remote Sales & Engagement Associate

San Francisco, USOn-siteContractFull-time

Posted Aug 22, 2026

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
  • 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.
Candidate 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.
Compensation & Benefits
  • 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.
Apply Today: Submit your resume to take the next step toward launching your remote sales career.

Role snapshot

Job type

Full-time

Required skills

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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Remote Sales & Engagement Associate at Stratford Davis in San Francisco | Scovai | Scovai