Remote Personal Financial Representative Jobs
Remote personal financial representative jobs are in active demand across the U.S., with remote-first firms and distributed financial services teams hiring for client-facing and advisory roles. Employers hiring remotely right now include Bush & Bush Law, Parnall Law Firm, and Jobot. Find a role that fits below and apply directly.
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Showing 5 of 193+ Remote Personal Financial Representative jobs
Job description: Personal Injury Operations Manager/Senior paralegal
Overview
This is a unique opportunity for an ambitious and motivated experienced professional in the personal injury field in Idaho to lead a personal injury law firm. Our parent firm is nearly 70 years old with offices across the country, but Idaho is a new market for us. We are looking for someone to lead from the ground up. This is a once in a lifetime opportunity to change your career path, develop autonomy, and reap the rewards of your success.
HYBRID -- REMOTE / OFFICE 999 W Main St Ste 100-144, Boise, ID 83702 The candidate must live in or around Boise, but the position is remote. The candidate will be expected to be present at the office periodically to complete tasks such as client meetings and mail retrieval.
We seek a candidate with knowledge of both pre-suit and litigation for personal injury case matters (managing files, client communication, interacting with medical providers, reviewing & requesting medical records and bills, demands, negotiation, settlement, etc.). This job is perfect for a candidate with experience who wants to control his/her own schedule, build a team, and work with people who truly care about you.
Knowledge, Skills & Abilities
Must have knowledge of / experience with:
- Medical records / medical billing
- Lien knowledge
- Settlement negotiations
- Writing demand packages
- Property damage and/or lost wage experience
- Insurance coverage knowledge (including policies and declarations pages)
- EUOs, IMEs, recorded statement knowledge
- Drafting settlement statements
- Drafting file closure documents, including reduction requests
Duties
- Handle intake process
- Set up claims, prepare letters of representation and confirm coverages
- Manage files and client contact
- Process incoming and outgoing mail
- Manage medical treatment
- Prepare demands
- Handle communication with insurance companies
- Settlement negotiations
- Handle closings
- If case goes to suit, must be able to handle all aspects of litigation (drafting and filing of complaint, discovery requests, scheduling depos and handling discovery)
Qualifications
- Several years of experience PI legal experience REQUIRED (pre-suit and litigation PI knowledge)
- Bilingual Preferred, not required: English - Spanish (both spoken and written at native level)
- Must have a responsible and professional approach to a hybrid remote / office role; capable of working independently and fulfilling hours and responsibilities as expected by firm attorneys and case managers
- Effective phone skills: listening and obtaining information
- Effective writing skills: syntax, spelling and punctuation
- Capable of fulfilling detailed verbal and written instructions
- 5+ years MS Office (Excel / Word) and/or Google G Suite experience
- High school diploma required
- Must pass a background check
Candidate Interviews
- Interviews for this position will be conducted remotely via Zoom or Google Meet
About Max Recovery Personal Injury Law
We are new to Idaho and there is much room for growth. We have support and resources available, but plan to grow according to our case load and your recommendations..
Job Type: Part-time to start and then transitioning to Full-time
Application Question(s):
- In what city and zip code do you currently reside (city and zip code only)?
- Do you speak and write both English and Spanish at a native level? (Yes or No)
Experience:
- personal injury law: 5 years minimum required
Pay: $25.00 - $40.00 per hour
Expected hours: 25.0 – 37.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in Boise, ID
Job description: Personal Injury Operations Manager/Senior paralegal
Overview
This is a unique opportunity for an ambitious and motivated experienced professional in the personal injury field in Idaho to lead a personal injury law firm. Our parent firm is nearly 70 years old with offices across the country, but Idaho is a new market for us. We are looking for someone to lead from the ground up. This is a once in a lifetime opportunity to change your career path, develop autonomy, and reap the rewards of your success.
HYBRID -- REMOTE / OFFICE 999 W Main St Ste 100-144, Boise, ID 83702 The candidate must live in or around Boise, but the position is remote. The candidate will be expected to be present at the office periodically to complete tasks such as client meetings and mail retrieval.
We seek a candidate with knowledge of both pre-suit and litigation for personal injury case matters (managing files, client communication, interacting with medical providers, reviewing & requesting medical records and bills, demands, negotiation, settlement, etc.). This job is perfect for a candidate with experience who wants to control his/her own schedule, build a team, and work with people who truly care about you.
Knowledge, Skills & Abilities
Must have knowledge of / experience with:
- Medical records / medical billing
- Lien knowledge
- Settlement negotiations
- Writing demand packages
- Property damage and/or lost wage experience
- Insurance coverage knowledge (including policies and declarations pages)
- EUOs, IMEs, recorded statement knowledge
- Drafting settlement statements
- Drafting file closure documents, including reduction requests
Duties
- Handle intake process
- Set up claims, prepare letters of representation and confirm coverages
- Manage files and client contact
- Process incoming and outgoing mail
- Manage medical treatment
- Prepare demands
- Handle communication with insurance companies
- Settlement negotiations
- Handle closings
- If case goes to suit, must be able to handle all aspects of litigation (drafting and filing of complaint, discovery requests, scheduling depos and handling discovery)
Qualifications
- Several years of experience PI legal experience REQUIRED (pre-suit and litigation PI knowledge)
- Bilingual Preferred, not required: English - Spanish (both spoken and written at native level)
- Must have a responsible and professional approach to a hybrid remote / office role; capable of working independently and fulfilling hours and responsibilities as expected by firm attorneys and case managers
- Effective phone skills: listening and obtaining information
- Effective writing skills: syntax, spelling and punctuation
- Capable of fulfilling detailed verbal and written instructions
- 5+ years MS Office (Excel / Word) and/or Google G Suite experience
- High school diploma required
- Must pass a background check
Candidate Interviews
- Interviews for this position will be conducted remotely via Zoom or Google Meet
About Max Recovery Personal Injury Law
We are new to Idaho and there is much room for growth. We have support and resources available, but plan to grow according to our case load and your recommendations..
Job Type: Part-time to start and then transitioning to Full-time
Application Question(s):
- In what city and zip code do you currently reside (city and zip code only)?
- Do you speak and write both English and Spanish at a native level? (Yes or No)
Experience:
- personal injury law: 5 years minimum required
Pay: $25.00 - $40.00 per hour
Expected hours: 25.0 – 37.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in Boise, ID
See All 193+ Remote Personal Financial Representative Jobs
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Find JobsRemote Personal Financial Representative Job Market
Who's Hiring
- Bush & Bush Law15
- Parnall Law Firm13
- Jobot12
- SVETNESS9
- EvenUp5
Top Industries Hiring
- Staffing & Recruiting12
- Technology & Software3
- Healthcare & Medical Services3
- Education2
- Insurance1
What Employers Look For
The qualifications that appear most often in remote personal financial representative jobs.
- Active Series 6 or Series 63 license, or willingness to obtain within 90 days
- State-issued life and health insurance license or eligibility to obtain upon hire
- One to three years of financial services, insurance, or direct sales experience
- Demonstrated ability to build and manage a client pipeline through referrals and outreach
- Proficiency with CRM software for tracking prospects, appointments, and policy status
- Bachelor's degree in finance, business, economics, or a related field preferred
Tips for Your Remote Personal Financial Representative Job Search
Apply early to remote roles that fit
Migrate Mate lists remote personal financial representative openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings often fill faster than on-site ones, so moving quickly matters.
Signal async communication skills upfront
Remote financial services teams rely on written updates, video check-ins, and CRM notes instead of hallway conversations. Your resume and cover letter should reference tools you've used, such as Salesforce or Redtail, and show you can communicate client status clearly without being in the room.
Lead your resume with licensing and results
Remote hiring managers for personal financial representative roles screen fast. Put your active licenses, such as your state insurance license or Series 6 registration, and your most concrete client or production results in the top third of your resume so they're visible before the scroll.
Prepare for a virtual sales simulation interview
Many remote employers for this role run a mock client call or a role-play scenario over video as part of the interview process. Practice delivering a needs-analysis conversation on camera, controlling pacing, and handling objections without body language cues from the other side of the table.
Remote Personal Financial Representative Jobs: Frequently Asked Questions
How do I get a remote personal financial representative job?
Target companies that have already built distributed financial teams, such as remote-first insurance carriers, fintech platforms, and national financial services firms with virtual client models. Remote employers screen for self-direction, clear written communication, and comfort with video-based client consultations. Candidates who can demonstrate CRM proficiency, a clean home-office setup, and experience managing their own pipeline without in-person oversight stand out consistently.
Which companies hire remote personal financial representatives?
Employers currently hiring remote personal financial representatives include Bush & Bush Law, Parnall Law Firm, and Jobot, per current remote listings on Migrate Mate as of November 2026. The companies doing the most remote hiring in this role tend to be remote-first insurance carriers, national financial services firms with virtual client divisions, and fintech companies serving retail customers across distributed teams.
Can you get a remote personal financial representative job with no experience?
Yes, but remote entry-level roles are harder to land because you're expected to manage client relationships independently from day one with little on-site oversight. Remote-first financial services firms and insurance carriers are your best starting point. In place of experience, emphasize any client-facing work, relevant coursework, licensing progress such as a Series 6 or state insurance license, and comfort with video calling and CRM tools.
Do you need a degree for remote personal financial representative jobs?
Not always. Many remote employers prioritize active licensing, demonstrated sales results, and client service experience over a four-year degree. A state insurance license or a FINRA registration often carries more weight in the screening process than your educational background, particularly at remote-first carriers and fintech companies that care more about what you can close than where you studied.
Which industries hire the most remote personal financial representatives?
Remote personal financial representative roles concentrate in Staffing & Recruiting, Technology & Software, and Healthcare & Medical Services, based on current remote listings on Migrate Mate as of November 2026. These sectors hire personal financial representatives remotely because their products and client relationships translate cleanly to virtual delivery, letting distributed teams serve customers across the country without a physical branch presence.
See All 193+ Remote Personal Financial Representative Jobs
Find roles that match your experience and apply in just a few clicks.
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