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Entry Level Remote Financial Services Jobs in Santa Rosa, CA

InsuraTec

Sales Representative (Remote)

Windsor, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Petaluma, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Healdsburg, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Santa Rosa, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Sonoma, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Novato, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Napa, CA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

HSS Careers

Remote Insurance Agent

Santa Rosa, CA · Remote

$69K - $150K/yr

Work 100% remotely while helping clients make important financial protection decisions that create ... Previous sales or customer service experience * Strong interpersonal and relationship-building ...

HSS Careers

Remote Insurance Agent

Sonoma, CA · Remote

$69K - $150K/yr

Work 100% remotely while helping clients make important financial protection decisions that create ... Previous sales or customer service experience * Strong interpersonal and relationship-building ...

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All JobsFinancial Services JobsEntry Level Remote Financial Services JobsEntry Level Remote Financial Services Jobs in Santa Rosa, CA

Entry Level Remote Financial Services information

See Santa Rosa, CA salary details

$31.2K

$62.9K

$123.5K

How much do entry level remote financial services jobs pay per year?

As of Aug 19, 2026, the average yearly pay for entry level remote financial services in Santa Rosa, CA is $62,948.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,100.00 per year, depending on experience, location, and employer.

What is the difference between Entry Level Remote Financial Services vs Entry Level Remote Financial Advisor?

AspectEntry Level Remote Financial ServicesEntry Level Remote Financial Advisor
CredentialsBasic financial certifications or degrees, such as a bachelor's in finance or related fieldOften requires certifications like CFP or FINRA licenses, but entry-level roles may not require these
Work EnvironmentRemote, often in customer service, administrative, or support roles within financial firmsRemote client-facing roles providing financial guidance, planning, or product recommendations
Employer & Industry UsageUsed broadly across banks, financial institutions, and fintech companies for support rolesPrimarily in financial advisory firms, banks, and wealth management companies

Entry Level Remote Financial Services typically involves support or administrative roles in finance, requiring basic knowledge and certifications. In contrast, Entry Level Remote Financial Advisors focus on providing financial guidance and may require specialized licenses, even at the entry level. Both roles are remote and industry-related but differ in responsibilities and credential requirements.

What cities near Santa Rosa, CA are hiring for Entry Level Remote Financial Services jobs?

Cities near Santa Rosa, CA with the most Entry Level Remote Financial Services job openings:

Entry Level Remote Financial Services jobs near you
Infographic showing various Entry Level Remote Financial Services job openings in Santa Rosa, CA as of July 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Temporary. Highlights an 56% In-person, and 44% Remote job distribution, with an average salary of $62,948 per year, or $30.3 per hour.

Sales Representative (Remote)

InsuraTec

Windsor, CA • Remote

Full-time

Re-posted 5 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply