Remote or Louisville, KY preferred POSITION OVERVIEW The Head of Sales Operations & Enablement ... Financial services, fintech, insurance, wealth management, or advisor distribution experience
Remote or Louisville, KY preferred POSITION OVERVIEW The Head of Sales Operations & Enablement ... Financial services, fintech, insurance, wealth management, or advisor distribution experience
Tax Principal
Louisville, KY ยท On-site +1
Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...
Tax Principal
Louisville, KY ยท On-site +1
Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...
Licensed Life Insurance Producer
Lexington, KY ยท Remote
$50K - $100K/yr
Licensed Life Insurance Agent 100% Remote | Uncapped Commissions Taubman Financial Management โ ... they do best: selling and advising. This is a 1099 independent contractor, commission-only ...
New
Quick apply
Licensed Life Insurance Producer
Lexington, KY ยท Remote
$50K - $100K/yr
Licensed Life Insurance Agent 100% Remote | Uncapped Commissions Taubman Financial Management โ ... they do best: selling and advising. This is a 1099 independent contractor, commission-only ...
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Licensed Life Insurance Producer
Frankfort, KY ยท Remote
$50K - $100K/yr
Licensed Life Insurance Agent 100% Remote | Uncapped Commissions Taubman Financial Management โ ... they do best: selling and advising. This is a 1099 independent contractor, commission-only ...
New
Quick apply
Licensed Life Insurance Producer
Frankfort, KY ยท Remote
$50K - $100K/yr
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New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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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 ...
Sales Representative (Remote)
Murray, KY ยท Remote
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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Shively, KY ยท Remote
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 ...
Sales Representative (Remote)
Shively, KY ยท Remote
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 ...
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 ...
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 ...
Sales Representative (Remote)
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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 ...
Sales Representative (Remote)
Paducah, KY ยท Remote
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 ...
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 ...
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 ...
Sales Representative (Remote)
Glasgow, KY ยท Remote
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 ...
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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 ...
Sales Representative (Remote)
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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 ...
Sales Representative (Remote)
Berea, KY ยท Remote
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 ...
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 ...
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 ...
Remote Financial Advisor information
See Kentucky salary details
$31.3K - $39.8K
3% of jobs
$39.8K - $48.3K
3% of jobs
$48.3K - $56.8K
10% of jobs
$56.8K - $65.4K
9% of jobs
$65.6K is the 25th percentile. Wages below this are outliers.
$65.4K - $73.9K
11% of jobs
$73.9K - $82.4K
8% of jobs
The median wage is $88K / yr.
$82.4K - $91K
11% of jobs
$91K - $99.5K
10% of jobs
$99.5K - $108K
10% of jobs
$110.1K is the 75th percentile. Wages above this are outliers.
$108K - $116.5K
8% of jobs
$116.5K - $125.1K
19% of jobs
$31.3K
$88.7K
$125.1K
How much do remote financial advisor jobs pay per year?
What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?
How do remote financial advisors typically build and maintain client relationships without in-person meetings?
What is the difference between Remote Financial Advisor vs Remote Financial Planner?
| Aspect | Remote Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, CFA, or similar |
| Work Environment | Virtual client meetings, online platforms | Virtual client meetings, online platforms |
| Industry Usage | Financial services, wealth management | Financial planning, wealth management |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, goal setting |
Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.
What does a remote financial advisor do?
As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.
Why do so many remote financial advisors quit?
What is a remote financial advisor?

Full-time
This job post hasย expired 1 day ago.ย Applications are no longer accepted.
Job description
Job Title: Head of Sales Operations & Enablement
Reports to: Chief Distribution Officer
Direct reports: Sales Technology Administrator, Sales Enablement & Trainer
Location: Remote or Louisville, KY preferred
POSITION OVERVIEW
The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence.
This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here.
WHAT YOU WILL OWN
Sales Operations & Process
- Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures
- Own CRM governance, pipeline stage discipline, and process compliance across the sales organization
- Drive consistency in sales execution across regions and advisor-facing teams
- Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution
- Partner with leadership on territory planning, headcount modeling, and capacity planning
Chief of Staff - Leadership Management Through KPIs
- Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable
- Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers
- Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline
- Act as proxy for the Head of Sales on operational and cross-functional matters
- Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance
Sales Enablement Strategy
- Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness
- Build and iterate on training programs covering products, positioning, systems, and sales methodology
- Partner with Sales Enablement & Trainer on program design and execution
- Align field messaging with marketing and product through launch readiness programs
Cross-Functional Coordination
- Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology
- Lead cross-functional initiative coordination and ensure field readiness on all product and process launches
- Own sales communications strategy and internal field engagement
WHAT WE ARE LOOKING FOR
Required
- 7โ12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy
- Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable
- Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up
- Strong CRM and sales technology expertise; Salesforce experience strongly preferred
- Executive presence and communication skills - comfortable presenting to and managing senior leadership
- Strong analytical mindset combined with hands-on execution capability
Preferred
- Financial services, fintech, insurance, wealth management, or advisor distribution experience
- Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity
- Familiarity with Salesloft, Gong, and ZoomInfo ecosystems
- Track record managing KPI governance and leadership accountability structures
The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale.
COMPENSATION
Competitive base salary and performance bonus. Compensation commensurate with experience.
About DPL Financial Partners
Sourced by ZipRecruiter
Industry
Insurance services
Company size
11 - 50 Employees
Headquarters location
Louisville, KY, US
Year founded
2014