Client Financial Advisor — Flexible Schedule

Zohorecruit; Tampa (FL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Training & Mentorship

Uncapped Commission

Insurance Benefits

Performance Incentives

Incentive Travel

Established Brand Alignment

Job summary

Zohorecruit in Tampa seeks a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role emphasizes training, mentorship, and a flexible approach to building a successful career in financial services.

You will engage clients, present tailored strategies, and cultivate long-term partnerships while staying abreast of industry trends and regulatory updates.

Qualifications

• Passionate about helping others achieve financial stability and long-term success.
• Strong communication, interpersonal, and presentation skills.
• Self-driven, disciplined, and motivated by results in a performance-based environment.
• Entrepreneurial mindset with the ability to work independently.
• Committed to maintaining high ethical standards and delivering exceptional client service.
• Previous experience in sales, finance, or customer-facing roles is a plus, but not required.
• Flexible Work Environment: Set your own schedule and build your business on your terms.
• Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success.
• Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential.
• Established Brand Alignment: Represent a respected and growing financial services organization.
• Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision).
• Performance Incentives: Bonuses and reward programs based on results.
• Incentive Travel: Qualify for exclusive trips and experiences for top performer.

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 skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Ethical standards

Job description

Zohorecruit in Tampa seeks a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. The role emphasizes training, mentorship, and a flexible approach to building a successful career in financial services.

You will engage clients, present tailored strategies, and cultivate long-term partnerships while staying abreast of industry trends and regulatory updates.