Remote Financial Sales Representative Jobs
Remote financial sales representative jobs are open across the U.S. at remote-first firms and distributed financial services teams hiring right now. Employers posting remote openings include Fidelity Investments, State Farm, and UNC Health, with strong demand in Insurance. Find a role that fits below and apply directly.
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Showing 5 of 77+ Remote Financial Sales Representative jobs
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
See All 77 Remote Financial Sales Representative Jobs
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Find JobsRemote Financial Sales Representative Job Market
Who's Hiring
- Fidelity Investments23
- State Farm8
- UNC Health3
- Northwestern Mutual2
- BayCare Health System2
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in remote financial sales representative jobs.
- Active Series 6, Series 7, or Series 63 FINRA license or willingness to obtain
- Demonstrated experience meeting or exceeding revenue or new-account sales targets
- Proficiency with CRM platforms to manage pipelines and client relationships
- State insurance producer license for roles involving life, health, or property products
- Bachelor's degree in finance, business, economics, or a related field
- Strong consultative selling skills and ability to explain complex financial products clearly
Tips for Your Remote Financial Sales Representative Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial sales representative openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sifting through location-based listings.
Lead your resume with remote-ready proof
Highlight your CRM experience, video-based closes, and any metrics from fully remote or hybrid roles. Employers hiring remote financial sales representatives want to see you've managed a pipeline without in-person support before.
Get licensed before you apply
Many remote financial sales roles require a FINRA Series 6, Series 63, or state insurance license. Holding an active license before you apply removes a common screen-out barrier and signals you can work independently from the start.
Prepare for async interview rounds
Remote hiring processes for financial sales roles often include a written scenario or a recorded video pitch before any live call. Practice explaining your sales approach clearly in writing, since that's how you'll communicate with clients and managers every day.
Remote Financial Sales Representative Jobs: Frequently Asked Questions
How do I get a remote financial sales representative job?
Target companies that run distributed sales teams, such as fintech platforms, insurance carriers, and wealth management firms with no central office requirement. Remote employers screen for self-direction, clear written communication, and the ability to manage a pipeline without in-person oversight. Candidates who can show documented results, comfort with CRM tools, and experience closing through video calls consistently stand out.
Which companies hire remote financial sales representatives?
Remote financial sales representative roles are posted by Fidelity Investments, State Farm, and UNC Health and others right now, based on current remote listings on Migrate Mate as of November 2026. Hiring is concentrated among remote-first financial services firms, distributed insurance companies, and fintech platforms with sales teams spread across the U.S.
Can you get a remote financial sales representative job with no experience?
Yes, but remote entry roles are harder to land because you're expected to work independently from day one without on-site coaching. Remote-first fintech startups and insurance carriers occasionally hire entry-level candidates who can demonstrate strong written communication, comfort with CRM software, and any customer-facing work. A completed licensing course or a short volunteer sales project can substitute for formal experience.
Do you need a degree for remote financial sales representative jobs?
Not always. Many remote employers care more about licensure, documented sales results, and CRM proficiency than a specific degree. A FINRA Series 6 or Series 63 license, or a state insurance license, often carries more weight than a diploma when a hiring manager is evaluating a remote candidate they'll never meet in person.
Which industries hire the most remote financial sales representatives?
Most remote financial sales representative openings sit in Insurance, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed sales teams because their products are sold and serviced entirely over phone, video, and digital platforms rather than in a physical office.
See All 77 Remote Financial Sales Representative Jobs
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