Remote Financial Planning Sales Pro

Zohorecruit; Birmingham (AL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Schedule autonomy

Qualified pipeline

No-cost education

State-of-the-art resources

Executive mentorship

Elite rewards

Job summary

Zohorecruit in Birmingham, AL is seeking ambitious sales professionals to join a high‑energy team in the insurance and financial planning sector. You will receive ongoing coaching and have access to pre‑qualified prospects, with a focus on wealth‑preservation products such as Indexed Universal Life, annuities, and life insurance.

This role is commission‑based with uncapped earning potential, supported by executive mentorship and global rewards.

Qualifications

• Collaborate with leaders to drive growth in a high‑energy, cooperative team.
• Assess client needs to tailor financial goals and coverage requirements.
• Conduct virtual consultations with prospective clients.
• Develop strategic wealth‑protection plans (IUL, annuities, life insurance).
• Present clear proposals to secure business and long‑term relationships.

Responsibilities

• Partner with seasoned leaders in a supportive team to develop client solutions.
• Meet pre‑screened clients to evaluate financial goals and coverage needs.
• Provide online and phone consultations to advise prospective clients.
• Create customized financial protection strategies aligned with client objectives.
• Deliver confident proposals to close business and build lasting relationships.

Job description

Zohorecruit in Birmingham, AL is seeking ambitious sales professionals to join a high‑energy team in the insurance and financial planning sector. You will receive ongoing coaching and have access to pre‑qualified prospects, with a focus on wealth‑preservation products such as Indexed Universal Life, annuities, and life insurance.

This role is commission‑based with uncapped earning potential, supported by executive mentorship and global rewards.