Remote Inbound Sales Representative

Zohorecruit; San Diego (CA); Remote; USD 40,000 - 90,000; Full time

Job summary

Zohorecruit is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage clients virtually, assess goals, and propose personalized strategies. This role rewards initiative with a commission-based earnings model and flexible scheduling.

Work with mentorship and training resources while building lasting client relationships. Independence and professionalism are essential as you navigate a fully remote environment and growth opportunities.

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.

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 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

San Diego, United States | Posted on 10/07/2026

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