Remote Inbound Sales Representative

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

Charlotte, United States | Posted on 09/29/2026

Step into a flexible, growth-focused role where you can make a meaningful impact by helping individuals and families plan for their financial future. As a Remote Inbound Representative, you will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions. Using a wide range of proven tools and resources, you’ll create personalized solutions designed to support long-term success.

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

What You’ll Do

• 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

What We’re Looking For

• A 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
• Work Flexibility: Fully remote role with control over your own schedule
• Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources
• Commission-Based Opportunity: commission structure with unlimited income potential
• Supportive Environment: Work alongside a team that provides mentorship and guidance
• Insurance Options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision)
• Incentives & Rewards: Eligibility for bonuses, recognition programs, and performance-based rewards
• Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance