Remote Financial Consultant Jobs
Remote financial consultant jobs are open across the U.S. at remote-first firms, distributed financial services teams, and companies in sectors like fintech, insurance, and corporate advisory. Employers hiring remote financial consultants right now include Ryder System, Fidelity Investments, and VeeRteq Solutions. Find a role that fits below and apply directly.
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Showing 5 of 146+ Remote Financial Consultant jobs
Boost Your Insurance Sales Career with Multi-Carrier Expertise!
Answer Financial is an Allstate company with 25+ years in the industry and one of the nation's largest and longest running personal lines insurance agencies. This is an excellent career position that offers you continued career growth, opportunity, and unlimited earning potential, and we are a remote, work from home company.
The Answer Financial Inside Sales Commercial Senior Consultant II is a member of Answer Financials’ internal commercial sales team and consists of licensed sales professionals who accept incoming calls and make outbound calls to prospective customers and partners. In this role, the Senior Consultant II assesses customer needs and identifies and sells commercial insurance products and services available through commercial insurance carrier partners, including excess and surplus insurance.
The position includes finalizing the sale of these products and services while ensuring all offerings comply with insurance carrier partner guidelines, Answer Financial sales center standards, and applicable state regulatory requirements. In addition to individual sales responsibilities, the Inside Senior Consultant II provides mentoring and coaching to AFI Inside Sales Specialists to support ongoing development and growth in the role.
COMPENSATION:
- Base pay range: $21.23 to $29.20 per hour and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation.
- Target total compensation: $58,890-$88,330 per year per year (Base Pay + Uncapped Performance-Based Incentives). Incentives are based on productivity and are not guaranteed. Payments are governed by the terms of the applicable sales bonus plan, which is subject to change at Answer Financials’ discretion.
- Pay differentials may apply for Spanish/English bilingual.
KEY RESPONSIBILITES:
- Sell multiple commercial insurance products, including excess and surplus insurance, while providing an exceptional customer experience and achieving acceptable retention on written business.
- Adhere to scripts in this highly regulated industry to ensure compliance. Build rapport with callers and provide a high level of customer engagement.
- Recommend solutions and product options to meet customer needs, including increased coverage and product combinations.
- Promptly return calls to customer inquiries, follow up on past quotes, and finalize or preserve sales.
- Demonstrate knowledge of insurance carrier product guidelines and stay current on offerings, enhancements, and changes.
- Maintain state licensing requirements and stay informed on regulatory changes and compliance standards.
- Develop and maintain relationships with Direct Referral Partners, including asking for and inspiring referred leads.
- Resolve complex commercial insurance sales inquiries.
- Act as subject matter expert and provide mentoring and coaching to AFI Inside Sales Specialists to support their ongoing development and growth.
- Meet business needs by following attendance, adherence, and quality guidelines while maintaining established production levels.
EDUCATION:
- High school diploma or GED required.
- Bachelor's degree (preferred).
EXPERIENCE:
- 3 or more years of commercial sales experience (preferred)
- Property Casualty license required.
- This job does not have supervisory duties.
***Technical Requirements for Employment:
- Reliable high-speed internet with wired connection (Ethernet)
- Dedicated, distraction-free home workspace (equipment provided).
Answer Financial provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs. When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.
*Please note Company guidelines require a Property & Casualty license. You are responsible for completing and covering the cost of all Continuing Education courses if required within 6 months of hire date. **In addition, due to state pre-licensing requirements and resident license processing we do not hire in certain states if you are unlicensed.
PHYSICAL REQUIREMENTS:
- Representative of those that must be met by an employee to successfully perform the essential functions of the job. Must be able to operate a PC, other relevant office tools/equipment, sit for extended periods and/or occasionally stand for extended periods. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. This position is only available within the?US, but not?currently available for California, Alaska, or Hawaii state residents.
Answer Financial is an equal opportunity employer.
Boost Your Insurance Sales Career with Multi-Carrier Expertise!
Answer Financial is an Allstate company with 25+ years in the industry and one of the nation's largest and longest running personal lines insurance agencies. This is an excellent career position that offers you continued career growth, opportunity, and unlimited earning potential, and we are a remote, work from home company.
The Answer Financial Inside Sales Commercial Senior Consultant II is a member of Answer Financials’ internal commercial sales team and consists of licensed sales professionals who accept incoming calls and make outbound calls to prospective customers and partners. In this role, the Senior Consultant II assesses customer needs and identifies and sells commercial insurance products and services available through commercial insurance carrier partners, including excess and surplus insurance.
The position includes finalizing the sale of these products and services while ensuring all offerings comply with insurance carrier partner guidelines, Answer Financial sales center standards, and applicable state regulatory requirements. In addition to individual sales responsibilities, the Inside Senior Consultant II provides mentoring and coaching to AFI Inside Sales Specialists to support ongoing development and growth in the role.
COMPENSATION:
- Base pay range: $21.23 to $29.20 per hour and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation.
- Target total compensation: $58,890-$88,330 per year per year (Base Pay + Uncapped Performance-Based Incentives). Incentives are based on productivity and are not guaranteed. Payments are governed by the terms of the applicable sales bonus plan, which is subject to change at Answer Financials’ discretion.
- Pay differentials may apply for Spanish/English bilingual.
KEY RESPONSIBILITES:
- Sell multiple commercial insurance products, including excess and surplus insurance, while providing an exceptional customer experience and achieving acceptable retention on written business.
- Adhere to scripts in this highly regulated industry to ensure compliance. Build rapport with callers and provide a high level of customer engagement.
- Recommend solutions and product options to meet customer needs, including increased coverage and product combinations.
- Promptly return calls to customer inquiries, follow up on past quotes, and finalize or preserve sales.
- Demonstrate knowledge of insurance carrier product guidelines and stay current on offerings, enhancements, and changes.
- Maintain state licensing requirements and stay informed on regulatory changes and compliance standards.
- Develop and maintain relationships with Direct Referral Partners, including asking for and inspiring referred leads.
- Resolve complex commercial insurance sales inquiries.
- Act as subject matter expert and provide mentoring and coaching to AFI Inside Sales Specialists to support their ongoing development and growth.
- Meet business needs by following attendance, adherence, and quality guidelines while maintaining established production levels.
EDUCATION:
- High school diploma or GED required.
- Bachelor's degree (preferred).
EXPERIENCE:
- 3 or more years of commercial sales experience (preferred)
- Property Casualty license required.
- This job does not have supervisory duties.
***Technical Requirements for Employment:
- Reliable high-speed internet with wired connection (Ethernet)
- Dedicated, distraction-free home workspace (equipment provided).
Answer Financial provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs. When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.
*Please note Company guidelines require a Property & Casualty license. You are responsible for completing and covering the cost of all Continuing Education courses if required within 6 months of hire date. **In addition, due to state pre-licensing requirements and resident license processing we do not hire in certain states if you are unlicensed.
PHYSICAL REQUIREMENTS:
- Representative of those that must be met by an employee to successfully perform the essential functions of the job. Must be able to operate a PC, other relevant office tools/equipment, sit for extended periods and/or occasionally stand for extended periods. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. This position is only available within the?US, but not?currently available for California, Alaska, or Hawaii state residents.
Answer Financial is an equal opportunity employer.
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Find JobsRemote Financial Consultant Job Market
Who's Hiring
- Ryder System55
- Fidelity Investments45
- VeeRteq Solutions3
- Zocks1Z
- Luxent1
Top Industries Hiring
- Insurance
- Technology & Software
What Employers Look For
The qualifications that appear most often in remote financial consultant jobs.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Active Series 65, Series 7, or CFP certification depending on the advisory model
- Demonstrated experience building and managing client financial plans
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong record of client relationship management and business development
- Knowledge of tax planning, retirement accounts, and investment vehicle regulations
Tips for Your Remote Financial Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial consultant openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show remote-ready communication on your resume
Remote employers look for evidence that you can communicate financial analysis clearly in writing. Call out experience delivering written reports, async client updates, or remote presentations to stakeholders who weren't in the room with you.
Build fluency in the tools remote teams use
Financial consultants on distributed teams rely on cloud-based modeling tools, shared spreadsheet platforms, and video conferencing daily. Name the specific tools you've used, such as Excel Online, Google Sheets, or client portal software, so remote hiring managers know you won't need ramp time.
Prepare for async-first interview processes
Many remote-first employers screen candidates through written case studies or recorded video responses before scheduling a live call. Practice explaining your financial reasoning clearly in writing, since remote roles are often won or lost at this stage.
Remote Financial Consultant Jobs: Frequently Asked Questions
How do I get a remote financial consultant job?
Target companies that already run distributed finance teams, including fintech platforms, insurance carriers, and advisory firms with national client bases, since they're built for remote collaboration. Remote employers screen for self-direction, clear written communication, and fluency with tools like Excel, financial modeling software, and video conferencing. Candidates who demonstrate async communication skills and a history of managing client relationships independently stand out.
Which companies hire remote financial consultants?
Companies hiring remote financial consultants right now include Ryder System, Fidelity Investments, and VeeRteq Solutions, based on current remote listings on Migrate Mate as of September 2026. Remote openings for this role are most common at remote-first financial services firms, distributed insurance and fintech companies, and large enterprises with decentralized finance functions.
Can you get a remote financial consultant job with no experience?
Yes, but remote entry-level financial consultant roles are harder to land because employers expect you to work independently from day one with minimal supervision. Fintech startups and smaller advisory firms are more likely to take a chance on early-career candidates. A strong foundation in financial analysis, completed certifications like a CFP or Series 65, and demonstrated remote work in any context can open doors.
Do you need a degree for remote financial consultant jobs?
Not always, though most remote employers prefer a bachelor's degree in finance, accounting, economics, or a related field. What remote hiring managers weigh heavily alongside education is demonstrated analytical ability, relevant certifications, and a concrete history of advising clients or producing financial work product. A portfolio showing real analysis or client outcomes can carry as much weight as a degree for some employers.
Which industries hire the most remote financial consultants?
Remote financial consultant roles concentrate in Insurance and Technology & Software, based on current remote listings on Migrate Mate as of September 2026. Those sectors hire financial consultants remotely because their distributed teams serve clients across multiple time zones and regions without requiring on-site presence.
See All 146+ Remote Financial Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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