Remote Financial Solutions Consultant

Zohorecruit; Fort Lauderdale (FL); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Location independence

Structured mentorship

Life coverage

Health plan access

Performance-based rewards

Uncapped commission

Job summary

Zohorecruit in the United States is seeking a Remote Solutions Sales Associate to understand clients' financial challenges and deliver strategic, personalized solutions that drive long-term security. This role is fully remote, with home-based work from anywhere in the country, leveraging online discovery meetings.

You will build a client base through proactive outreach, digital marketing, and warm introductions, and you will maintain contact through periodic plan reviews.

Responsibilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
• Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews over time.
• Industry Expertise: Keep up-to-date with financial trends, product offerings, and compliance regulations through weekly training.

Job description

Zohorecruit in the United States is seeking a Remote Solutions Sales Associate to understand clients' financial challenges and deliver strategic, personalized solutions that drive long-term security. This role is fully remote, with home-based work from anywhere in the country, leveraging online discovery meetings.

You will build a client base through proactive outreach, digital marketing, and warm introductions, and you will maintain contact through periodic plan reviews.