Remote Inbound Financial Wellness Advisor

Zohorecruit; Pennsylvania; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Commission-based earnings

Bonuses and rewards

Job summary

Zohorecruit is seeking a Remote Inbound Representative who will work with clients to understand needs, offer strategic recommendations, and guide them toward informed financial decisions. You’ll use a broad set of tools to create personalized solutions that support long-term success.

This role offers independence with structured onboarding, ongoing coaching, and a supportive team. A performance-based environment includes commission opportunities and health coverage options.

Qualifications

• 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.

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

Independent work

Time management

Professionalism

Ethical decision-making

Job description

Zohorecruit is seeking a Remote Inbound Representative who will work with clients to understand needs, offer strategic recommendations, and guide them toward informed financial decisions. You’ll use a broad set of tools to create personalized solutions that support long-term success.

This role offers independence with structured onboarding, ongoing coaching, and a supportive team. A performance-based environment includes commission opportunities and health coverage options.