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Remote Banking Consultant Jobs (NOW HIRING)

AR Automation Solution Consulting Act as the bank's subject matter expert for Accounts Receivable ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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Remote Banking Consultant information

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How much do remote banking consultant jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for remote banking consultant in the United States is $78.12, according to ZipRecruiter salary data. Most workers in this role earn between $74.04 and $82.45 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Banking Consultant, and why are they important?

To thrive as a Remote Banking Consultant, you need strong knowledge of banking products, financial regulations, and customer service, often supported by a degree in finance or business. Familiarity with digital banking platforms, CRM systems, and secure communication tools is essential. Excellent communication, problem-solving, and time management skills help consultants build trust and address client needs efficiently. These competencies are vital to ensuring client satisfaction, data security, and effective remote service delivery in a competitive financial sector.

How does a Remote Banking Consultant typically collaborate with other departments to resolve complex client issues?

As a Remote Banking Consultant, you will frequently coordinate with various departments such as loan processing, compliance, and IT support to address complex client needs. This collaboration often takes place via digital communication tools like email, chat platforms, or virtual meetings. Being proactive in communication and maintaining detailed documentation helps ensure that client issues are resolved efficiently and accurately. You’ll also participate in regular team meetings to share insights and stay updated on policy changes, enabling you to provide informed guidance to clients.

What is a Remote Banking Consultant?

A Remote Banking Consultant is a financial professional who provides banking services and advice to clients via online platforms, phone, or video calls, rather than in person at a branch. They assist customers with account management, financial product recommendations, and problem resolution, all from a remote location. This role requires strong communication skills, knowledge of banking products, and the ability to use digital tools to serve clients efficiently. Remote Banking Consultants help make banking more accessible and convenient for customers who prefer or require remote assistance.

What is the difference between Remote Banking Consultant vs Remote Mortgage Advisor?

AspectRemote Banking ConsultantRemote Mortgage Advisor
CredentialsBanking certifications, financial licensesMortgage licensing, financial certifications
Work EnvironmentBanking institutions, financial service firmsMortgage companies, lending institutions
Industry UsageBanking and financial servicesMortgage lending and real estate
Common Search/ComparisonYes

The main difference between a Remote Banking Consultant and a Remote Mortgage Advisor lies in their focus areas. The Banking Consultant primarily assists clients with general banking services, accounts, and financial products, while the Mortgage Advisor specializes in guiding clients through mortgage loans and home financing. Both roles require financial certifications and often work remotely for financial institutions, but their client interactions and industry focus differ.

More about Remote Banking Consultant jobs
What cities are hiring for Remote Banking Consultant jobs? Cities with the most Remote Banking Consultant job openings:
What are the most commonly searched types of Banking Consultant jobs? The most popular types of Banking Consultant jobs are:
What states have the most Remote Banking Consultant jobs? States with the most job openings for Remote Banking Consultant jobs include:

Remote Sales Consultant - Financial Services

Succession Partners

Phoenix, AZ • Remote

$4K - $6K/wk

Full-time

Posted 8 days ago


Job description

About this role

We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home.

What the day-to-day looks like
  • Contact warm inbound leads — people who have already requested information about financial protection for their families
  • Conduct needs-based consultations by phone or Zoom to identify the right coverage options
  • Present and explain policy options from our network of 60+ carriers
  • Follow up consistently with prospects and track your daily activity
  • Attend weekly virtual training and team meetings
  • Work toward leadership and the ability to build and manage your own team
Compensation
  • $800 to $1,200 commission per closed sale
  • Part-time agents (20 hrs/week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid weekly 
  • Performance-based incentives and bonuses available
  • Long-term override income available through team building
What we provide
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Licensing assistance — we will walk you through how to obtain your Life and Health License if you do not already have one
  • Step-by-step onboarding and a dedicated mentor for your first 90 days
  • Access to products from 60-plus insurance carriers so you can match every client with the right fit
  • Clear path to team leadership and passive override income
Who does well in this role

You do not need a background in finance or insurance. The following backgrounds consistently produce strong first-year consultants:

  • Real estate, mortgage, or banking
  • Retail, hospitality, or customer service
  • Military veterans and first responders
  • Teaching, coaching, or fitness
  • Any previous commission or performance-based sales role
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Fully remote role
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided)
  • Reliable internet connection and a quiet workspace for calls
Benefits
  • Flexible schedule — work full time or part time
  • Work from home
  • Weekly pay
  • 100% Uncapped commission structure
  • Mentorship and ongoing training
  • Leadership and team-building opportunities
How to apply

Submit your resume through Indeed. No cover letter required. In the screener questions below, answer honestly — we review every application and respond within 2 business days.

We would rather hire five people who are a strong fit than fifty who are not. If you are serious about changing your income, apply today.