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Remote Financial Advisor Jobs in Rochester, IN (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Warsaw, IN · 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

Sales Representative (Remote)

Plymouth, IN · 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

Sales Representative (Remote)

Logansport, IN · 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

Sales Representative (Remote)

Peru, IN · 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

Sales Representative (Remote)

Wabash, IN · 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 ...

HMG Careers

Sales Representative Remote

Tippecanoe, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Union Mills, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Lucerne, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Ora, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Chili, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Tyner, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Lake Cicott, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Leiters Ford, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Urbana, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Servia, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Twelve Mile, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Wellsboro, IN · Remote

$69K/yr

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 ...

HMG Careers

Sales Representative Remote

Milford, IN · Remote

$69K/yr

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 ...

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Showing results 1-20

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Rochester, IN

Remote Financial Advisor information

See Rochester, IN salary details

$33.5K

$95K

$133.9K

How much do remote financial advisor jobs pay per year?

As of Aug 5, 2026, the average yearly pay for remote financial advisor in Rochester, IN is $94,963.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,700.00 and $121,800.00 per year, depending on experience, location, and employer.

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.

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 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.

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?

Remote financial advisors often leave the profession due to high workload, client management challenges, and the need for strong self-discipline in a home environment. Job satisfaction can also decline if advisors lack sufficient support, training, or clear career progression, leading to burnout and turnover.

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.
More about Remote Financial Advisor jobs
What cities near Rochester, IN are hiring for Remote Financial Advisor jobs? Cities near Rochester, IN with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Rochester, IN as of June 2026, with employment types broken down into 2% Locum Tenens, 2% As Needed, 60% Full Time, 32% Part Time, 2% Temporary, and 2% Contract. Highlights an 35% Physical, 3% Hybrid, and 62% Remote job distribution, with an average salary of $94,963 per year, or $45.7 per hour.

Sales Representative (Remote)

InsuraTec

Warsaw, IN • Remote

Full-time

Re-posted 21 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