Remote Inbound Financial Sales Advisor

Zohorecruit; Sacramento (CA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Mentorship & training

Commission-based pay

Bonuses & rewards

Healthcare options

Job summary

Zohorecruit is seeking a Remote Inbound Representative to help individuals plan their financial future. You’ll connect with clients virtually, assess needs, and present tailored financial solutions with ongoing mentorship and training.

This role offers a fully remote schedule, performance-based compensation, and the chance to build lasting client relationships while gaining industry knowledge and career growth.

Qualifications

• Strong communication and active listening skills.
• Ability to work remotely with self-discipline.
• Customer service or sales experience is a plus.
• Willingness to learn and adapt in a performance-based role.

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

Independent work

Sales experience helpful

Job description

Zohorecruit is seeking a Remote Inbound Representative to help individuals plan their financial future. You’ll connect with clients virtually, assess needs, and present tailored financial solutions with ongoing mentorship and training.

This role offers a fully remote schedule, performance-based compensation, and the chance to build lasting client relationships while gaining industry knowledge and career growth.