Client Sales Advisor

Zohorecruit; San Jose (CA); Remote; USD 70,000 - 150,000; Full time

Benefits offered by this job

Training and mentorship

Uncapped commissions

Remote work

CRM tools provided

Global travel perks

Job summary

Zohorecruit is expanding its remote sales team in the United States (San Jose area). You will work from home with warm, pre-qualified leads, conducting virtual consultations to assess client needs and present tailored life insurance solutions.

Training and mentorship are provided, with access to top sales software and ongoing coaching to help you succeed. Ideal candidates are self-motivated, possess strong communication skills, and comfortable navigating a remote workload.

Qualifications

• Excellent verbal and written communication skills.

Responsibilities

• Work with warm, pre-qualified leads.
• Conduct virtual consultations via phone or video.
• Present life insurance, IULs, and annuities.
• Educate clients on protection and wealth-building strategies.
• Build trust and guide clients through decisions.
• Manage the sales lifecycle from contact to close.
• Maintain client records using CRM.
• Follow up to ensure satisfaction and referrals.
• Meet or exceed sales goals and benchmarks.
• Participate in ongoing training and coaching.

Skills

Verbal communication

Written communication

Rapport building

Remote work

Self-motivation

Organizational skills

Tools

CRM platforms

Sales software

Job description

San Jose, United States | Posted on 10/01/2026

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.

Whether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed.

Key Responsibilities:

• Work with warm, pre-qualified leads who have already expressed interest
  
• Conduct virtual consultations via phone or video to understand client needs
  
• Present personalized solutions including life insurance, IULs, and annuities
  
• Educate clients on financial protection and wealth-building strategies
  
• Build trust and guide clients through their decision-making process
  
• Manage the entire sales lifecycle from first contact through closing
  
• Maintain detailed client records using CRM platforms
  
• Follow up consistently to ensure satisfaction and generate referrals
  
• Meet or exceed sales goals and performance benchmarks
  
• Participate in ongoing training and coaching sessions
  

Requirements:

• Strong verbal and written communication skills
  
• Ability to build rapport and influence decisions ethically
  
• Self-motivated with a goal-oriented mindset
  
• Comfortable working independently in a remote environment
  
• Willingness to obtain insurance licensing if needed
  
• Basic technical proficiency and organizational skills
  
• Flexible Weekly Commitment: Operate on a 3–4 day workweek designed for productivity and balance.
  
• Warm Lead Access: Focus on conversions with ready-to-engage, pre-screened contacts.
  
• Uncapped commission-based with high earning potential
  
• Comprehensive Learning: Receive free access to structured training and live assistance.
  
• Best-in-Class Tools: Leverage industry-leading sales software at no cost.
  
• Expert Coaching: Get consistent mentorship from top-performing leaders.
  
• Global Travel Perks: Earn annual international trips fully covered by the company.