Remote Inbound Financial Advisor (Commission)

Zohorecruit; Boston (MA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Commission-based pay

Bonuses & rewards

Life insurance

Health, dental, vision

Structured onboarding

Remote with flexible schedule

Incentive trips

Job summary

Zohorecruit in Boston, MA is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work with clients to understand their needs, provide strategic recommendations, and guide informed financial decisions from a fully remote setting.

You'll generate new business opportunities, evaluate goals virtually, and build long-term client relationships. The role offers mentorship, ongoing coaching, and performance-based rewards in a supportive, flexible environment.

Qualifications

• Strong verbal communication and active listening.
• High level of professionalism and integrity.
• Ability to establish trust and build long-term client relationships.
• Comfort with a performance-based, commission-driven environment.

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

Time management

Professionalism

Ethical decision-making

Sales experience helpful

Independent work

Job description

Zohorecruit in Boston, MA is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work with clients to understand their needs, provide strategic recommendations, and guide informed financial decisions from a fully remote setting.

You'll generate new business opportunities, evaluate goals virtually, and build long-term client relationships. The role offers mentorship, ongoing coaching, and performance-based rewards in a supportive, flexible environment.