Remote Financial Solutions Advisor (Commission + Training)

Zohorecruit; Charlotte (NC); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Remote work

Onboarding & mentorship

Incentives & travel

Health benefits

Job summary

Zohorecruit is seeking self-motivated individuals to help families plan their future from home. This 100% remote role offers flexible scheduling, structured onboarding, and live coaching to develop your client-facing and financial-planning skills.

You will handle virtual consultations, generate leads, manage ongoing client relationships, and participate in workshops and mentorship sessions. Earnings are commission-based with uncapped potential, plus incentives, travel opportunities, and access

Qualifications

• Excellent verbal and written communication; ability to build relationships.

Responsibilities

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

Skills

Communication

Self-motivation

Integrity

Team onboarding

Remote work

Coaching & mentorship

Sales & outreach

Time management

Reliability

Job description

Zohorecruit is seeking self-motivated individuals to help families plan their future from home. This 100% remote role offers flexible scheduling, structured onboarding, and live coaching to develop your client-facing and financial-planning skills.

You will handle virtual consultations, generate leads, manage ongoing client relationships, and participate in workshops and mentorship sessions. Earnings are commission-based with uncapped potential, plus incentives, travel opportunities, and access