Remote Inbound Financial Growth Advisor

Zohorecruit; Jacksonville (FL); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Remote work

Commission-based pay

Flexible schedule

Mentorship and coaching

Job summary

Zohorecruit, based in Jacksonville, Florida, seeks a Remote Inbound Representative to help individuals plan their financial future. You will listen to clients, assess goals, and present tailored strategies designed to guide informed decisions.

The role offers onboarding and ongoing coaching, a commission-based compensation plan with uncapped earning potential, and the flexibility to manage your own schedule while supporting clients with professional care.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently with strong time-management skills.
• Customer service experience is a plus, but not required.
• Interest in helping clients improve financial well-being.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate 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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Independent work

Time management

Professionalism

Job description

Zohorecruit, based in Jacksonville, Florida, seeks a Remote Inbound Representative to help individuals plan their financial future. You will listen to clients, assess goals, and present tailored strategies designed to guide informed decisions.

The role offers onboarding and ongoing coaching, a commission-based compensation plan with uncapped earning potential, and the flexibility to manage your own schedule while supporting clients with professional care.