Remote Inbound Financial Advisor

Zohorecruit; St. Louis (MO); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans (medical, d­

Job summary

Zohorecruit is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You’ll work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed decisions using proven tools and resources.

This role offers independence with ongoing mentorship, training, and a supportive team. Success comes from initiative, consistency, and building lasting client relationships while staying compliant and professional.

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 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

Verbal communication

Relationship-building

Independent work

Professionalism

Sales background

Job description

Zohorecruit is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You’ll work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed decisions using proven tools and resources.

This role offers independence with ongoing mentorship, training, and a supportive team. Success comes from initiative, consistency, and building lasting client relationships while staying compliant and professional.