Remote Inbound Financial Advisor

Zohorecruit; San Diego (CA); Remote; USD 40,000 - 90,000; Full time

Job summary

Zohorecruit is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage clients virtually, assess goals, and propose personalized strategies. This role rewards initiative with a commission-based earnings model and flexible scheduling.

Work with mentorship and training resources while building lasting client relationships. Independence and professionalism are essential as you navigate a fully remote environment and growth opportunities.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.

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 continuous 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

Professionalism

Independent work

Sales experience helpful

Job description

Zohorecruit is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage clients virtually, assess goals, and propose personalized strategies. This role rewards initiative with a commission-based earnings model and flexible scheduling.

Work with mentorship and training resources while building lasting client relationships. Independence and professionalism are essential as you navigate a fully remote environment and growth opportunities.