Remote Inbound Financial Advisor

Zohorecruit

Louisville (KY)

Remote

USD 45,000 - 80,000

Full time

3 days ago
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Benefits offered by this job

Life insurance
Healthcare options
Remote work
Commissions
Bonuses
Professional development
Incentive trips

Job summary

Zohorecruit in Louisville, KY is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This role offers independence with structured onboarding, ongoing coaching, and a mentorship-driven environment. A commission-based structure provides unlimited income potential as you build lasting client relationships and

Qualifications

  • Strong communication and relationship-building skills.
  • Ability to work independently and manage time effectively.
  • Goal-oriented with a performance-based mindset.
  • Experience in sales, finance, or customer service is helpful but not required.

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 that align with client needs.
  • Build long-term relationships by offering ongoing support and value.
  • Stay up to date with industry knowledge, product offerings, and compliance standards.
  • Conduct your work with professionalism, accountability, and integrity.

Skills

Verbal communication
Relationship building
Time management
Independence
Professionalism
Ethical decision-making
Performance-driven

Job description

Zohorecruit in Louisville, KY is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This role offers independence with structured onboarding, ongoing coaching, and a mentorship-driven environment. A commission-based structure provides unlimited income potential as you build lasting client relationships and

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