Remote Financial Planning Sales Specialist

Zohorecruit; Phoenix (AZ); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Health, dental and vision coverage

Life insurance benefits

Flexible schedule

Travel incentives and top-performer tr

Job summary

Zohorecruit is recruiting for a 100% commission-based Virtual Sales Associate role. This remote position lets you connect with clients, assess goals, and present tailored financial solutions from your home office.

No prior experience required, with structured onboarding and live coaching to develop sales and client-management skills. Expect to manage your own schedule, benefit from comprehensive training, and pursue incentives and travel opportunities as you build a meaningful career in

Qualifications

• Excellent verbal and written communication.
• Self-motivated with the ability to manage your own schedule.
• High integrity, ethics, and accountability.
• No experience required; onboarding and live coaching provided.

Responsibilities

• Host remote discovery calls to assess client needs and outline financial strategies.
• Generate prospective leads through direct outreach and digital networking.
• Nurture ongoing client relationships with regular updates and support.
• Participate in workshops and mentorship sessions to enhance skills.

Skills

Communication

Self-motivated

Integrity

Onboarding

Remote work

Training & mentorship

Commission-based

Time management

Job description

Zohorecruit is recruiting for a 100% commission-based Virtual Sales Associate role. This remote position lets you connect with clients, assess goals, and present tailored financial solutions from your home office.

No prior experience required, with structured onboarding and live coaching to develop sales and client-management skills. Expect to manage your own schedule, benefit from comprehensive training, and pursue incentives and travel opportunities as you build a meaningful career in