Remote Financial Advisor | Flexible Hours, High Earnings

Zohorecruit; San Jose (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commissions

Flexible hours

Remote work

Job summary

Zohorecruit is seeking ambitious, customer-focused individuals to join our virtual advisory team in San Jose, CA, to help clients with life insurance and retirement plans. You'll meet qualified prospects via warm leads, assess goals, and present tailored options.

This role features a 100% commission structure with six-figure potential, flexible 3–4 day weeks, comprehensive training, and elite mentorship. Travel rewards and a modern tech stack support your success while working remotely.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Job description

Zohorecruit is seeking ambitious, customer-focused individuals to join our virtual advisory team in San Jose, CA, to help clients with life insurance and retirement plans. You'll meet qualified prospects via warm leads, assess goals, and present tailored options.

This role features a 100% commission structure with six-figure potential, flexible 3–4 day weeks, comprehensive training, and elite mentorship. Travel rewards and a modern tech stack support your success while working remotely.