Stratford Davis
Remote Sales & Engagement Associate
Washington, USOn-siteContractFull-time
Posted Sep 16, 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
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.
Role snapshot
Job type
Full-time
Required skills
Multi-channel prospecting (active outreach, social channels, networking)Virtual communication and video consultationsFinancial needs analysisSolution selling and tailored product presentationClient relationship management and retentionCustomer serviceRegulatory compliance and ethical business conductTime management and calendar disciplineGoal-oriented sales performance and target focusSelf-motivation and remote work autonomySales closing and conversionAdaptability to commission-based compensation models
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