Remote Financial Advisor — High Earnings, Flexible Hours

Zohorecruit; Austin (TX); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Travel rewards

Free training & tech

Elite mentorship

Flexible schedule

Job summary

Zohorecruit is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from a remote setup. You will use our proven model, modern software, and mentorship to help clients protect their futures with tailored life insurance and retirement plans.

Core duties include consulting warm leads virtually, assessing goals, and presenting suitable options, while managing a CRM-informed pipeline and maintaining post-sale relationships for referrals.

Qualifications

• Clear, empathetic verbal and written communication is required.
• Ability to stay organized and productive while working remotely.
• Eagerness to learn, adapt, and apply feedback.

Responsibilities

• Consult warm leads via virtual meetings with no cold calling.
• Assess goals and present tailored life insurance and retirement options.
• Manage pipeline and track interactions using the CRM.
• Build relationships with clients post-sale to drive retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Strong communicator

Self-discipline

Coachability

Remote work

Tools

CRM

Tech tools

Job description

Zohorecruit is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from a remote setup. You will use our proven model, modern software, and mentorship to help clients protect their futures with tailored life insurance and retirement plans.

Core duties include consulting warm leads virtually, assessing goals, and presenting suitable options, while managing a CRM-informed pipeline and maintaining post-sale relationships for referrals.