Remote Inbound Financial Advisor (Commission)

Zohorecruit

North Carolina

Remote

USD 45,000 - 75,000

Full time

3 days ago
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Benefits offered by this job

Mentorship
Bonuses
Life insurance
Health plans
Flexible schedule
Remote work

Job summary

Zohorecruit in the United States is seeking a Remote Inbound Representative to work with clients, assess their needs, and guide financial decisions. This role offers mentorship, structured onboarding, and a performance-based commission plan.

You will build lasting relationships, operate independently, and manage your schedule while staying compliant and professional. Experience in sales or customer service helps, but is not required; strong communication and integrity are essential.

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.
  • High level of professionalism and ethical decision-making.
  • Background 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 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
Time management
Professionalism
Sales background

Job description

Zohorecruit in the United States is seeking a Remote Inbound Representative to work with clients, assess their needs, and guide financial decisions. This role offers mentorship, structured onboarding, and a performance-based commission plan.

You will build lasting relationships, operate independently, and manage your schedule while staying compliant and professional. Experience in sales or customer service helps, but is not required; strong communication and integrity are essential.

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