Remote Inbound Financial Solutions Advisor

Zohorecruit; Austin (TX); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Mentorship and training

Commission-based earnings

Flexible schedule

Job summary

Zohorecruit in Austin, TX is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work directly with clients to understand needs and guide informed financial decisions using proven tools.

This opportunity allows you to operate independently while benefiting from ongoing mentorship, training, and a strong support system. Your results will be driven by initiative, consistency, and the ability to build lasting client relationships.

Qualifications

• Interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented with a drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• Professionalism and ethical decision-making.
• Sales, finance or customer service background is helpful but not required.

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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship building

Time management

Self-motivation

Professionalism

Ethical decision-making

Independence

Sales experience (helpful)

Remote work readiness

Job description

Zohorecruit in Austin, TX is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work directly with clients to understand needs and guide informed financial decisions using proven tools.

This opportunity allows you to operate independently while benefiting from ongoing mentorship, training, and a strong support system. Your results will be driven by initiative, consistency, and the ability to build lasting client relationships.