Remote Life Insurance & Retirement Sales Advisor

Zohorecruit; Charlotte (NC); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Free training & tech

Elite mentorship

Travel rewards

Job summary

Zohorecruit in Charlotte, United States, is seeking ambitious individuals for a virtual advisory role in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect futures with customized life insurance and retirement plans.

You will consult warm leads, assess goals, present tailored options, manage a CRM-driven pipeline, and maintain client relationships post-sale while staying compliant with regulations.

Qualifications

• Commission-based; uncapped earnings with six-figure potential.
• Clear, empathetic verbal and written communication.
• Ability to work remotely with strong self-discipline.
• Willingness to learn and apply leadership feedback.
• Experience in sales or customer service is a plus.

Responsibilities

• Consult warm leads: Meet virtually with qualified prospects, no cold calling.
• Assess and present: Evaluate financial goals and tailor insurance options.
• Manage pipeline: Track interactions using our CRM and guide clients through the process.
• Build relationships: Maintain post-sale contact to drive retention and referrals.
• Stay compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Strong Communicator

Self-Discipline

Coachability

Commission-based

Remote work capable

Tools

CRM

Job description

Zohorecruit in Charlotte, United States, is seeking ambitious individuals for a virtual advisory role in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect futures with customized life insurance and retirement plans.

You will consult warm leads, assess goals, present tailored options, manage a CRM-driven pipeline, and maintain client relationships post-sale while staying compliant with regulations.