Remote Financial Wellness Sales Rep - Flexible Schedule

Zohorecruit; Nashville (TN); Remote; USD 40,000 - 66,000; Full time

Benefits offered by this job

Structured onboarding

Ongoing coaching

Professional growth resources

Commission-based earnings

Mentorship

Life insurance

Health plan access

Bonuses & rewards

Incentive trips

Job summary

Zohorecruit in Nashville, TN seeks a Remote Inbound Representative to engage clients, assess financial goals, and provide strategic recommendations. You’ll create personalized solutions and guide clients toward informed decisions, with ongoing mentorship and a flexible, fully remote schedule.

Responsibilities include generating opportunities, meeting clients virtually, developing strategies, and maintaining relationships with professional integrity and up-to-date industry knowledge.

Qualifications

• Genuine interest in improving clients' financial well-being.
• Strong verbal communication and relationship-building skills.
• Goal-driven with performance focus.
• Ability to work independently and manage time effectively.
• Professionalism and ethical decision-making.
• Sales, finance, or customer service background is helpful but not required.
• Fully remote role with control over your schedule.
• Structured onboarding, ongoing coaching, and growth resources.
• Commission-based earnings potential.
• Collaborative team with mentorship and guidance.
• Life insurance and access to health plans.
• Bonuses and performance-based rewards.
• Opportunities for incentive trips or rewards.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate financial goals and current situations.
• Develop customized strategies and present solutions aligned with client needs.
• Build long-term relationships by offering ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance.
• Conduct work with professionalism, accountability, and integrity.

Skills

Interest in helping others

Verbal communication

Relationship-building

Goal-oriented

Independence / time management

Professionalism & ethics

Sales / finance / customer service (re

Education

Retail or service experience helpful

Job description

Zohorecruit in Nashville, TN seeks a Remote Inbound Representative to engage clients, assess financial goals, and provide strategic recommendations. You’ll create personalized solutions and guide clients toward informed decisions, with ongoing mentorship and a flexible, fully remote schedule.

Responsibilities include generating opportunities, meeting clients virtually, developing strategies, and maintaining relationships with professional integrity and up-to-date industry knowledge.