Remote Inbound Financial Solutions Specialist

Zohorecruit; Charlotte (NC); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Life insurance

Healthcare plans

Bonuses

Travel incentives

Job summary

Zohorecruit in Charlotte, NC, seeks a Remote Inbound Representative to help individuals plan their financial futures. You will engage clients virtually, assess goals, and present tailored strategies designed for long-term success.

The role emphasizes independence, mentorship, and a performance-based commission structure. The position offers flexible scheduling, ongoing coaching, and opportunities for professional growth within a supportive team environment.

Qualifications

• No degree required; candidates with a background in sales, finance, or customer service are welcome.
• Strong communication and relationship-building abilities are essential.
• Ability to work independently and manage a flexible schedule in a fully remote role.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate financial goals and current situations.
• Develop customized strategies and present solutions aligned 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

Communication skills

Relationship-building

Time management

Independent work

Professionalism

Ethical decision-making

Sales experience helpful

Remote work capability

Job description

Zohorecruit in Charlotte, NC, seeks a Remote Inbound Representative to help individuals plan their financial futures. You will engage clients virtually, assess goals, and present tailored strategies designed for long-term success.

The role emphasizes independence, mentorship, and a performance-based commission structure. The position offers flexible scheduling, ongoing coaching, and opportunities for professional growth within a supportive team environment.