Remote Entry-Level Client Acquisition & Financial Planning

Zohorecruit; Chicago (IL); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

100% commission-based

Remote work

Comprehensive training

Mentorship and team support

Bonuses and travel incentives

Health & life coverage

Job summary

Zohorecruit in Chicago is seeking ambitious individuals for a remote, entry-level financial planning role. You will connect with prospective clients and guide them through strategic plans, with full training, tools, and mentor support to help you succeed.

This position offers complete schedule independence, 100% remote work on your own hours, unlimited earning potential through a 100% commission-based pay, plus bonuses, travel incentives, and ongoing professional development.

Qualifications

• No experience required; full training provided.
• Excellent communication and listening skills.
• Self-motivated with goal-driven mindset.
• Ability to work remotely with strong time management.

Responsibilities

• Grow your pipeline through direct outreach and networking.
• Host virtual meetings to assess client goals and financial needs.
• Build custom financial plans tailored to client situations.
• Maintain relationships with ongoing support and trust.
• Stay current on industry trends and compliance through workshops.
• Uphold high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

Job description

Zohorecruit in Chicago is seeking ambitious individuals for a remote, entry-level financial planning role. You will connect with prospective clients and guide them through strategic plans, with full training, tools, and mentor support to help you succeed.

This position offers complete schedule independence, 100% remote work on your own hours, unlimited earning potential through a 100% commission-based pay, plus bonuses, travel incentives, and ongoing professional development.