Remote Financial Solutions Advisor

Zohorecruit; Oklahoma City (OK); Remote; USD 30,000 - 80,000; Full time

Benefits offered by this job

Remote work

Health & wellness benefits

Life insurance

Mentorship and training

Incentives & travel opportunities

Job summary

Zohorecruit is recruiting for a Virtual Sales Associate in a 100% remote capacity. Build a meaningful career helping individuals and families plan their financial future.

You will conduct remote consultations, manage client relationships, and drive business development with flexible scheduling and ongoing coaching. The role offers extensive onboarding and mentorship, with incentives, travel opportunities, and health and life insurance benefits.

Qualifications

• Strong verbal and written communication skills
• Self-motivated with ability to manage own daily tasks
• High integrity 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 referrals
• Nurture ongoing client relationships with continuous support and updates
• Participate in hands-on workshops, product updates, and mentorship sessions to hone skills

Job description

Zohorecruit is recruiting for a Virtual Sales Associate in a 100% remote capacity. Build a meaningful career helping individuals and families plan their financial future.

You will conduct remote consultations, manage client relationships, and drive business development with flexible scheduling and ongoing coaching. The role offers extensive onboarding and mentorship, with incentives, travel opportunities, and health and life insurance benefits.