Remote Financial Planning Consultant

Zohorecruit; Fort Lauderdale (FL); Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Commission-based earnings

Remote work

Onboarding & coaching

Travel incentives

Job summary

Zohorecruit in Fort Lauderdale, FL, is seeking a Virtual Sales Associate for a 100% remote, commission-based role. You will connect with clients, assess goals, and present tailored financial strategies while enjoying flexible schedules.

No experience required; we provide onboarding and live coaching. You’ll generate leads, host remote consultations, and earn uncapped income through performance-based incentives.

Qualifications

• Strong verbal and written communication and relationship-building.
• Self-motivated and able to manage daily tasks with independence.
• High standards of personal integrity, ethics, and accountability.

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referral systems.
• Nurture ongoing client relationships with continuous support and regular updates.
• Participate in hands-on workshops, product updates, and mentorship sessions to improve skills.

Skills

Communication skills

Self-motivation

Integrity & ethics

Time management

Job description

Zohorecruit in Fort Lauderdale, FL, is seeking a Virtual Sales Associate for a 100% remote, commission-based role. You will connect with clients, assess goals, and present tailored financial strategies while enjoying flexible schedules.

No experience required; we provide onboarding and live coaching. You’ll generate leads, host remote consultations, and earn uncapped income through performance-based incentives.