Remote Life & Retirement Advisor — Uncapped Commission, Leads Provided
Zohorecruit
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Benefits offered by this job
Job summary
Zohorecruit's Salt Lake City-based virtual advisory team seeks ambitious, customer-focused individuals to launch a high-earning career in financial services, helping clients with life insurance and retirement plans.
You will meet qualified prospects virtually, present tailored options, manage the CRM pipeline, and stay compliant, enjoying uncapped commissions, flexible 3–4 day weeks, and comprehensive training and elite mentorship.
Qualifications
- Commission-based role with uncapped earnings.
- Strong communication skills required, both verbal and written.
- Self-discipline for remote work and meeting targets.
- Willingness to learn, adapt, and apply feedback.
Responsibilities
- Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
- Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
- Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
- Build Relationships: Maintain post-sale contact to drive retention and client referrals.
- Stay Compliant: Keep up-to-date on product offerings and regulatory standards.
Skills
Job description
Zohorecruit's Salt Lake City-based virtual advisory team seeks ambitious, customer-focused individuals to launch a high-earning career in financial services, helping clients with life insurance and retirement plans.
You will meet qualified prospects virtually, present tailored options, manage the CRM pipeline, and stay compliant, enjoying uncapped commissions, flexible 3–4 day weeks, and comprehensive training and elite mentorship.
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