Remote Inbound Financial Advisor

Zohorecruit; Seattle (WA); Remote; USD 42,000 - 76,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans

Bonuses

Travel incentives

Mentorship

Structured onboarding

Job summary

Zohorecruit is seeking a Remote Inbound Representative in the Seattle area to help individuals and families plan for their financial future. You will work with clients to assess needs, recommend strategies, and guide decisions from a remote setting.

You'll generate opportunities, meet clients virtually, and develop tailored solutions while building lasting relationships. Expect ongoing coaching, structured onboarding, and a performance-based, commission-driven environment.

Qualifications

• Genuine interest in helping people improve their financial well-being.
• 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.
• High level of professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful, but not required.
• Work Flexibility: Fully remote role with control over your own schedule.
• Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources.
• Commission-based opportunity with potential for unlimited income.
• Supportive environment: work alongside a team that provides mentorship and guidance.
• Insurance options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision).
• Incentives & rewards: eligibility for bonuses, recognition programs, and performance-based rewards.
• Travel opportunities: Qualify for incentive trips and exclusive experiences based on performance.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate their 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

Communication skills

Relationship building

Self-motivation

Time management

Ethical judgment

Job description

Zohorecruit is seeking a Remote Inbound Representative in the Seattle area to help individuals and families plan for their financial future. You will work with clients to assess needs, recommend strategies, and guide decisions from a remote setting.

You'll generate opportunities, meet clients virtually, and develop tailored solutions while building lasting relationships. Expect ongoing coaching, structured onboarding, and a performance-based, commission-driven environment.