Remote Inbound Financial Advisor – Entry Level

Zohorecruit; Seattle (WA); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans

Bonuses and rewards

Structured onboarding and coaching

Job summary

Zohorecruit in the United States is seeking an entry-level Inbound Sales Representative to work remotely. You will engage with clients, understand their financial goals, and present tailored recommendations to help families plan for their financial future.

This role emphasizes mentorship, ongoing training, and a performance-based commission structure. You will generate opportunities, meet clients virtually, and build lasting relationships while maintaining professionalism and integrity.

Qualifications

• A 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: commission structure with unlimited income potential.
• Supportive Environment: mentorship and guidance from a team.
• Insurance Options: Life insurance coverage and access to healthcare exchange plans.
• Incentives & Rewards: bonuses, recognition programs, and performance-based rewards.
• Travel Opportunities: incentive trips 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 ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct your work with professionalism, accountability, and integrity

Skills

Customer service

Communication

Time management

Independence

Professionalism

Listening skills

Remote work

Job description

Zohorecruit in the United States is seeking an entry-level Inbound Sales Representative to work remotely. You will engage with clients, understand their financial goals, and present tailored recommendations to help families plan for their financial future.

This role emphasizes mentorship, ongoing training, and a performance-based commission structure. You will generate opportunities, meet clients virtually, and build lasting relationships while maintaining professionalism and integrity.