Remote Financial Planning Sales Associate

Zohorecruit; New Jersey; Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Health coverage options

Bonuses & trips

Job summary

Zohorecruit is seeking a Virtual Sales Associate to help families plan their financial futures from a fully remote home office. You will conduct remote consultations, identify client needs, and present tailored solutions to guide their financial journey.

No prior experience is required as comprehensive onboarding and live coaching are provided. Expect a result-driven environment with incentives, performance bonuses, and ongoing mentorship to build your sales and product knowledge.

Qualifications

• Strong verbal and written communication skills for client interactions.
• Self-motivated individual who can manage own schedule and tasks.
• High standards of personal integrity and accountability.
• No prior experience required; structured onboarding and coaching provided.

Responsibilities

• Conduct remote discovery calls to assess client goals and outline tailored financial plans.
• Generate prospective leads through outreach and referrals.
• Nurture ongoing client relationships with regular updates and support.
• Engage in training sessions to learn products and processes.

Skills

Verbal & written communication

Self-motivated & organized

Integrity & accountability

No experience required

Job description

Zohorecruit is seeking a Virtual Sales Associate to help families plan their financial futures from a fully remote home office. You will conduct remote consultations, identify client needs, and present tailored solutions to guide their financial journey.

No prior experience is required as comprehensive onboarding and live coaching are provided. Expect a result-driven environment with incentives, performance bonuses, and ongoing mentorship to build your sales and product knowledge.