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Remote Financial Advisor Jobs in Macon, GA (NOW HIRING)

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

You don't need a background in finance or years of experience to begin. Starting agents have the potential to get fully licensed and ready to write business in as little as 10 days. We also offer a ...

You don't need a background in finance or years of experience to begin. Starting agents have the potential to get fully licensed and ready to write business in as little as 10 days. We also offer a ...

Remote Financial Advisor information

See Macon, GA salary details

$34.5K

$98K

$138.1K

How much do remote financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for remote financial advisor in Macon, GA is $97,954.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,900.00 and $125,600.00 per year, depending on experience, location, and employer.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

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.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive 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.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.

What are the most commonly searched types of Financial Advisor jobs in Macon, GA?

The most popular types of Financial Advisor jobs in Macon, GA are:

What job categories do people searching Remote Financial Advisor jobs in Macon, GA look for?

The top searched job categories for Remote Financial Advisor jobs in Macon, GA are:

What cities near Macon, GA are hiring for Remote Financial Advisor jobs?

Cities near Macon, GA with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in Macon, GA as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $97,954 per year, or $47.1 per hour.

Licensed Life Insurance Producer

Macon, GA • Remote

Contractor

Posted 24 days ago


Job description

Licensed Life Insurance Agent

100% Remote  |  Uncapped Commissions

Taubman Financial Management

 

●      Location: Remote (Work from anywhere)

●      Compensation: 1099 Independent Contractor — Commission Only, Uncapped

●      Job Type: Independent Contractor (1099)

About the Opportunity

Taubman Financial Management is looking for licensed life insurance agents who are ready to stop doing administrative busy work and start doing what they do best: selling and advising. This is a 1099 independent contractor, commission-only opportunity — we've built a fully automated back-office system that handles the paperwork, lead delivery, policy processing, and follow-up logistics — so you can spend your time in front of clients, not buried in admin tasks.

Whether you want to run as a solo producer or build and lead your own team, the path is yours to choose.

If you're a self-motivated agent who wants uncapped earning potential, a flexible remote schedule, and the infrastructure to dynamically scale your book of business, this is built for you.

About Taubman Financial Management

Taubman Financial Management was built on a simple belief: agents perform best when they're empowered to sell, not slowed down by systems that weren't designed for them. We've invested heavily in automation and infrastructure most agencies don't offer, giving our team a real competitive edge in the field — faster lead flow, less friction, and more time in front of clients.

Our leadership team is hands-on and invested in agent success, offering mentorship and support drawn from years of production experience in the life insurance industry. We've built a culture around performance, integrity, and long-term growth — for our clients and for our agents. When you join Taubman Financial Management, you're joining an organization that's genuinely invested in helping you build a sustainable, scalable career, not just fill a seat.

What You'll Do

●      Consult with clients to assess their life insurance and financial protection needs

●      Present and sell life insurance products tailored to each client's situation

●      Build long-term client relationships through honest, needs-based advising

●      Work leads delivered through our automated system — no cold prospecting required

●      Close business remotely via phone, video, or digital application tools

●      Grow as a solo producer, or recruit and build your own team — the choice is yours

What We Provide

●      Fully automated system – lead generation, appointment setting, e-applications, and policy tracking are handled for you

●      100% remote – work from anywhere, on a schedule that works for you

●      Uncapped commissions – as a 1099 contractor, your income is determined entirely by your production — no ceiling

●      Flexible growth path – build as a solo producer or lead your own team, whichever fits your goals

●      Ongoing training and support – product training, sales scripts, and mentorship from top producers

●      No admin burden – we've eliminated the busywork so you can focus on selling and consulting

Build a Team, Build Your Income

Want to grow beyond individual production? Taubman Financial Management gives you a real path to build and lead your own team:

●      Override commissions – earn on the production of agents you recruit and develop

●      Formal leadership tracks – advance through defined titles and levels as your team grows

●      Recruiting incentives – earn bonuses for bringing on new licensed agents

●      Ongoing leadership support – guidance and mentorship as you transition from producer to team builder

Solo production or team leadership — both paths offer uncapped upside, and you decide which one (or both) fits your goals.

What We're Looking For

●      Active life insurance license (required)

●      Strong communication and consultative sales skills

●      Self-driven, coachable, and comfortable working independently as a 1099 contractor

●      Comfortable with commission-only, performance-based income

●      Interest in either individual production or team building/leadership

●      Prior experience in life insurance, financial services, or a related sales role preferred

●      Reliable internet connection and a quiet space for client calls

Why Agents Choose Taubman Financial Management

We believe agents should be salespeople and consultants — not paperwork processors. Our automated infrastructure removes the friction so you can focus on relationships, conversations, and closing business — whether you're building your own book solo or growing a team under you — with unlimited commission potential and full control as an independent contractor.

 

Ready to take control of your income and your schedule?

Apply today to join Taubman Financial Management as a licensed life insurance producer.