Stratford Davis
Remote Sales & Engagement Associate
Boise, USOn-siteContractFull-time
Posted Aug 29, 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
Lead Generation (Active Outreach)Social Media OutreachNetworkingFinancial Needs AnalysisSolution Selling / Product PresentationClient Relationship Management (Retention)Virtual / Video Conference CommunicationDigital Written CommunicationRegulatory Compliance and Professional StandardsTime Management and Calendar ControlRemote Work Self-Motivation and DisciplineCustomer ServiceCommission-Driven Sales Mindset
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