Remote Inbound Financial Growth Advisor

Zohorecruit; Tulsa (OK); Remote; USD 42,000 - 66,000; Full time

Job summary

Zohorecruit in Tulsa, OK is seeking a Remote Inbound Representative to work directly with clients, assess their financial needs, and guide them toward informed decisions. You’ll use proven tools to craft personalized recommendations and build lasting relationships.

This fully remote role offers mentorship, flexible scheduling, and a commission-based earnings model that rewards results, with ongoing coaching and a strong support system to help you grow.

Qualifications

• 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.
• Fully remote role with control over your own schedule.
• Training & development: onboarding, ongoing coaching, growth resources.
• Commission-based opportunity with unlimited income potential.
• Supportive environment with mentorship and guidance.
• Insurance options: life and access to healthcare exchange plans.

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

Goal-oriented

Time management

Professionalism

Ethical decision-making

Remote-work capability

Job description

Zohorecruit in Tulsa, OK is seeking a Remote Inbound Representative to work directly with clients, assess their financial needs, and guide them toward informed decisions. You’ll use proven tools to craft personalized recommendations and build lasting relationships.

This fully remote role offers mentorship, flexible scheduling, and a commission-based earnings model that rewards results, with ongoing coaching and a strong support system to help you grow.