Client Financial Advisor — Flexible Schedule

Zohorecruit

Shreveport (LA)

Remote

USD 35,000 - 78,000

Full time

5 days ago
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Benefits offered by this job

Insurance benefits
Comprehensive training
Mentorship program
Uncapped commissions
Performance bonuses
Incentive travel

Job summary

Zohorecruit in Shreveport, LA seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-focused support. The role offers comprehensive training, mentorship, and the freedom to build a rewarding career path.

Ideal candidates are driven, enjoy connecting with people, and thrive in a performance-based environment. Prior sales or finance experience helps, but is not required. Comprehensive training and mentorship are provided.

Qualifications

  • Strong communication, interpersonal and presentation skills.
  • Self-driven and results-oriented in a performance-based environment.
  • Flexible work approach with ability to work independently.

Responsibilities

  • Build and expand your client base through networking, referrals, and proactive outreach.
  • Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations.
  • Design and present customized financial strategies aligned with client objectives.
  • Maintain strong, long-term relationships by delivering ongoing support and guidance.
  • Stay informed on industry developments, market trends, and regulatory updates.
  • Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Communication
Interpersonal skills
Presentation skills
Self-driven
Entrepreneurial mindset

Job description

Zohorecruit in Shreveport, LA seeks a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-focused support. The role offers comprehensive training, mentorship, and the freedom to build a rewarding career path.

Ideal candidates are driven, enjoy connecting with people, and thrive in a performance-based environment. Prior sales or finance experience helps, but is not required. Comprehensive training and mentorship are provided.

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