Sales Representative (Remote)

Zohorecruit; Charlotte (NC); Remote; USD 60,000 - 110,000; Full time

Job summary

Zohorecruit's Charlotte, NC-based virtual advisory team is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core duties include consulting warm leads, assessing goals, presenting tailored options, managing the client journey in our CRM, and building lasting relationships.

Qualifications

• Ability to work remotely and manage time effectively.
• Excellent verbal and written communication in client interactions.
• Interest in financial service products and ongoing learning.

Responsibilities

• Consult warm leads: meet virtually with pre-screened prospects.
• Assess goals and present tailored life insurance and retirement options.
• Manage pipeline and client progress in our CRM.
• Build relationships for post-sale retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Commission-based

Strong communicator

Self-disciplined

Coachability

Remote work

Sales experience

Tools

CRM

Job description

Charlotte, United States | Posted on 09/30/2026

Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core 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.
  

Qualifications

• Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
  
• Strong Communicator: Clear, empathetic verbal and written communication skills.
  
• Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
  
• Coachability: Eagerness to learn, adapt, and apply leadership feedback.
  
• Experience: Background in sales or customer service is a plus, but not required.
  
• High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
  
• Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
  
• Qualified Leads Provided: Spend time advising, not prospecting.
  
• Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
  
• Travel Rewards: Earn company-sponsored luxury trips based on performance.