Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Provide guidance, mentorship, and coaching to junior analysts * Contribute to team success by ...
Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Provide guidance, mentorship, and coaching to junior analysts * Contribute to team success by ...
Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Provide guidance, mentorship, and coaching to junior analysts * Contribute to team success by ...
Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Provide guidance, mentorship, and coaching to junior analysts * Contribute to team success by ...
Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Provide guidance, mentorship, and coaching to junior analysts * Contribute to team success by ...
Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ... Provide guidance, mentorship, and coaching to junior analysts * Contribute to team success by ...
Educate clients on financial protection products (life, mortgage protection, final expense, etc ... Coachable mindset and strong follow-up habits * Comfortable working independently in a remote ...
Quick apply
Educate clients on financial protection products (life, mortgage protection, final expense, etc ... Coachable mindset and strong follow-up habits * Comfortable working independently in a remote ...
Educate clients on financial protection products (life, mortgage protection, final expense, etc ... Coachable mindset and strong follow-up habits * Comfortable working independently in a remote ...
Quick apply
Educate clients on financial protection products (life, mortgage protection, final expense, etc ... Coachable mindset and strong follow-up habits * Comfortable working independently in a remote ...
Participate in ongoing training, coaching, and feedback sessions tomaintainand enhance performance ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...
Participate in ongoing training, coaching, and feedback sessions tomaintainand enhance performance ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...
Participate in ongoing training, coaching, and feedback sessions tomaintainand enhance performance ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...
Participate in ongoing training, coaching, and feedback sessions tomaintainand enhance performance ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...
Principal IT Security Architect - REMOTE from any EST or CST US-based location
Milwaukee, WI · Remote
With a strong financial foundation, national presence, and a culture rooted in integrity ... Providing guidance and coaching to cybersecurity lead and senior architects and engineers, and ...
New
Principal IT Security Architect - REMOTE from any EST or CST US-based location
Milwaukee, WI · Remote
With a strong financial foundation, national presence, and a culture rooted in integrity ... Providing guidance and coaching to cybersecurity lead and senior architects and engineers, and ...
New
$95K - $120K/yr
Analyze financial statements, operational exposures, bond obligations, and risk mitigation factors ... Through on-the-job experiences, personalized coaching and our robust learning and development ...
$95K - $120K/yr
Analyze financial statements, operational exposures, bond obligations, and risk mitigation factors ... Through on-the-job experiences, personalized coaching and our robust learning and development ...
Talent Acquisition Lead
Madison, WI · On-site +1
... related financial services environments. This position may be fully remote. Key Responsibilities ... Serve as Player-Coach & Recruiting Strategist * Provide guidance, coaching, and best-practice ...
Talent Acquisition Lead
Madison, WI · On-site +1
... related financial services environments. This position may be fully remote. Key Responsibilities ... Serve as Player-Coach & Recruiting Strategist * Provide guidance, coaching, and best-practice ...
... financial protection options. No cold outreach. If you're someone who is competitive, coachable ... Remote work environment * Flexible schedule (full-time or part-time) * Ongoing mentorship and ...
... financial protection options. No cold outreach. If you're someone who is competitive, coachable ... Remote work environment * Flexible schedule (full-time or part-time) * Ongoing mentorship and ...
... financial protection options. No cold outreach. If you're someone who is competitive, coachable ... Remote work environment * Flexible schedule (full-time or part-time) * Ongoing mentorship and ...
... financial protection options. No cold outreach. If you're someone who is competitive, coachable ... Remote work environment * Flexible schedule (full-time or part-time) * Ongoing mentorship and ...
... financial protection options. No cold outreach. If you're someone who is competitive, coachable ... Remote work environment * Flexible schedule (full-time or part-time) * Ongoing mentorship and ...
... financial protection options. No cold outreach. If you're someone who is competitive, coachable ... Remote work environment * Flexible schedule (full-time or part-time) * Ongoing mentorship and ...
Lead and coach staff and senior accountants, providing guidance on accounting and financial ... Experience managing remote teams and promoting collaboration across geographies. * Preferred ...
Lead and coach staff and senior accountants, providing guidance on accounting and financial ... Experience managing remote teams and promoting collaboration across geographies. * Preferred ...
Lead and coach staff and senior accountants, providing guidance on accounting and financial ... Experience managing remote teams and promoting collaboration across geographies. * Preferred ...
Lead and coach staff and senior accountants, providing guidance on accounting and financial ... Experience managing remote teams and promoting collaboration across geographies. * Preferred ...
... customers, coaching leaders, evaluating product priorities and making disciplined resource ... financial leadership and functional breadth required to lead the entire company. This individual ...
... customers, coaching leaders, evaluating product priorities and making disciplined resource ... financial leadership and functional breadth required to lead the entire company. This individual ...
FCP Tribal Member ONLY Finance Course
Milwaukee, WI · On-site +1
The purpose of this course is to educate members on financial literacy in the business world. This is especially helpful and useful information for people interested in working for a corporate entity ...
FCP Tribal Member ONLY Finance Course
Milwaukee, WI · On-site +1
The purpose of this course is to educate members on financial literacy in the business world. This is especially helpful and useful information for people interested in working for a corporate entity ...
... coach staff and senior accountants, providing guidance on accounting and financial reporting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional DetailsAdditional Details: Wipfli ...
... coach staff and senior accountants, providing guidance on accounting and financial reporting ... Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional DetailsAdditional Details: Wipfli ...
Licensed Life Insurance Sales Agent (Remote)
Madison, WI · On-site +1
$50K - $175K/yr
If you're coachable and ready to grow, we'll show you exactly how to take your business to the next ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...
Licensed Life Insurance Sales Agent (Remote)
Madison, WI · On-site +1
$50K - $175K/yr
If you're coachable and ready to grow, we'll show you exactly how to take your business to the next ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...
Drive the forecasting process by working closely with Finance, Marketing, and Inventory to ensure ... Identify and address performance issues through coaching and disciplinary actions when necessary.
Drive the forecasting process by working closely with Finance, Marketing, and Inventory to ensure ... Identify and address performance issues through coaching and disciplinary actions when necessary.
Remote Financial Coach information
See Wisconsin salary details
$5.34 - $7.54
0% of jobs
$7.54 - $9.75
0% of jobs
$9.75 - $11.96
0% of jobs
$11.96 - $14.16
0% of jobs
$14.16 - $16.37
0% of jobs
$16.37 - $18.57
22% of jobs
$19.04 is the 25th percentile. Wages below this are outliers.
$18.57 - $20.78
15% of jobs
The median wage is $22.14 / hr.
$20.78 - $22.98
22% of jobs
$22.98 - $25.19
10% of jobs
$26.02 is the 75th percentile. Wages above this are outliers.
$25.19 - $27.40
17% of jobs
$27.40 - $29.60
15% of jobs
$5
$23
$29
How much do remote financial coach jobs pay per hour?
What are the typical daily responsibilities of a remote financial coach?
As a Remote Financial Coach, your typical day involves conducting virtual coaching sessions with clients, reviewing their financial situations, and developing personalized action plans. You’ll regularly track clients’ progress, provide ongoing support through digital tools or messaging platforms, and update financial reports and documentation. Additionally, you may research financial resources, participate in online team meetings, and stay current on industry trends to enhance your coaching strategies. This role combines independent work with collaboration, as you may coordinate with other coaches or refer clients to specialized financial professionals when needed.
What is a remote financial coach?
A Remote Financial Coach helps clients improve their financial well-being by providing guidance on budgeting, saving, debt management, and financial planning. They work virtually, offering personalized advice through video calls, phone calls, or online messaging. This role focuses on education and accountability rather than selling financial products or providing investment advice. Coaches empower clients to set and achieve their financial goals by creating customized strategies based on their unique financial situation.
What are the key skills and qualifications needed to thrive as a remote financial coach?
To thrive as a Remote Financial Coach, you need a strong understanding of personal finance principles, budgeting, debt management, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, video conferencing tools, and industry certifications like AFC® or CFP® can be highly beneficial. Excellent listening, motivational interviewing, and clear communication skills help build client trust and deliver actionable guidance remotely. These abilities are crucial to effectively support clients' financial goals and foster long-term financial wellness in a virtual environment.
- Urgently Hiring Microsoft Financial Analyst
- Corporate Financial Analyst
- Part Time Remote Financial Analyst
- Remote Financial Planning Analyst
- Remote Financial Paraplanner
- Remote Financial Writer
- Airline Financial Analyst Entry Level
- Remote Financial Consultant
- Remote Financial Planner
- Senior Financial Analyst Spanish

Full-time
Retirement
Re-posted 8 days ago
Job description
External candidates: In order for your application to be correctly processed please sign-in before you apply
Internal candidates: Please go to Workday and click "Find Jobs" link under Career
Thank you for considering opportunities with us!
Job Title
Commercial Insurance Consultant, Claims Insights- RemoteRequisition Number
R7770 Commercial Insurance Consultant, Claims Insights- Remote (Open)Location
California - Home TeleworkersAdditional Locations
Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers, Nebraska - Home Teleworkers {+ 20 more}Job Information
We're Mobilitas, a commercial insurance company created by CSAA Insurance Group. Our mission is to reinvent commercial insurance in the mobility space to offer our partners innovative solutions for today's way of doing business. At Mobilitas, we believe in what's possible and we use our inventive skills to meet the demands of modern mobility with exceptional service. We're looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We're excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance.
We are actively hiring for a Commercial Consultant, Claims Insights - Remote!
Your Role: As a Commercial Insurance Consultant - Claims Insights, you will play a critical role in transforming data into decisionready insights that drive business performance, portfolio management, and risk outcomes. You will be responsible for performing complex analyses to inform datadriven decisions, identifying trends, evaluating performance, and developing recommendations to address key business challenges. In this role, you will combine insurance domain knowledge, analytical expertise, and technical skills to extract actionable insights, shape data foundations, and foster a datadriven culture.
Your Work:
- SME charged with identifying emerging trends and issues. Works in highly consultative role and presents issues to senior management. Typically assigned to complex, cross-functional projects and provides mentorship and training to less seasoned team members.
- Perform complex data analysis for Commercial Claims aligned to business and portfolio objectives
- Provides interpretation and insight on proposals. Evaluates findings and guides outcome (cause-effect-effort to implement). Role is to be business consultant to client.
- Translate ambiguous business questions into structured analytical approaches and actionable insights
- Types of analyses may range from, but not limited to, root cause, cost benefit, performance tracking, forecasting, and exploration, with a strong focus on generating actionable insights
- Identify and interpret trends, risks, and opportunities impacting client and portfolio performance
- Formulate datadriven recommendations to improve operational efficiency, loss outcomes, and business strategy
- Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology to define problems and deliver solutions
- Drive alignment effectively communicating insights, conclusions, and recommended actions to senior leadership
- Build strong relationships to support adoption and execution of insights
- Contribute to building and enhancing data pipelines, reporting frameworks, and analytical standards
- Help establish consistent metric definitions, governance, and scalable analytics practices
- Support the development of AIenabled and automated analytics capabilities
- Leverage Industry data and knowledge to evaluate the results in relation with Industry
- Provide guidance, mentorship, and coaching to junior analysts
- Contribute to team success by fostering a collaborative, curious, and highperforming culture
- Stellar research, analytical skills and ability to present to various management levels and train staff on logic used in new tools, approaches to market changes, responding to legislative changes
Required Experience, Education and Skills
- 8+ years of directly related analytical experience in a related industry required.
- Bachelor's degree in mathematics, business, statistics, economics, computer science or equivalent combination of education and experience
- Expert in Microsoft Office Suite, SQL (Snowflake preferred), Visual Basic, data visualization tools such as Power BI or Tableau, and various structured analysis and design techniques.
- Superior research, statistical, analytical, data processing and mathematical skills with ability to structure and conduct analyses.
- Demonstrated leadership and mentoring experience essential.
- Ability to conduct meetings and deliver formal presentations
- Skills to coach, mentor, evaluate and provide training, guidance and constructive feedback to staff
- Strong oral and written communication skills.
- Experience in Microsoft Office Suite, SQL, Visual Basic, data visualization tools such as Power BI or Tableau, and various structured analysis and design techniques.
- Expert knowledge of insurance, accounting and rate-making concepts.
- Strong ability to independently solve technical challenges by leveraging online resources.
- Demonstrated analytical agility and curiosity. Passion for learning new things, with an interest in technology.
- Ability to work in a fast-paced team environment.
- Direct claims experience or analytical actuarial experience (preferred)
What would make us excited about you?
- Knowledge of insurance and rate-making concepts
- Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS, risk and insurance designations from The Institutes (AINS, AIC, ARM, CPCU, etc.), or actuarial exams and designations (ACAS, FCAS, CERA).
- 2 - 3 years mentoring experience
- Advanced degree in related field
- Demonstrated ability to perform in a fast-paced environment with multiple priorities and deadlines.
- Excellent analytical and communication skills with ability to translate complex concepts into a simple story.
- Proven history of taking initiative and driving projects to completion with minimal guidance.
- Strong research and analytical (quantitative and/or qualitative) skills with ability to perform analysis and identify solutions to issues.
- Strong data visualization skills (experience with PowerBI a plus).
- Insurance product, price, underwriting and Claims knowledge, with working knowledge of commercial Claims Operation.
- Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
- Champions our cultural norms (e.g., willing to have cameras on when it matters, helping onboard new team members, building relationships, etc.)
- Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.
- Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.)
- Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
- Travels as needed for role, including divisional / team meetings and other in-person meetings
- Fulfills business needs, which may include investing extra time, helping other teams, etc
Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.
Why Choose a Career at Mobilitas?
At Mobilitas, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.
Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at careers.mobilitasinsurance.com.
Career Growth: We believe in growth for everyone. Here at Mobilitas, leaders and mentors partner with employees to align interests, unlock development opportunities, and support longterm success.
Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including Mobilitas offices. Our flexible workplace empowers you to balance remote work with intentional inperson moments that deepen connection and collaboration.
Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.
Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.
Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don't miss important updates from us.
CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact jobs@mobilitasinsurance.com
If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.
Mobilitas does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Mobilitas Insurance Group is an equal opportunity employer.
.
The national average salary range for this position is $122,850.00-$136,500.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $122,850.00-$164,000.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 12% of eligible pay.This job posting will be unposted on Sat, 8 Aug 2026.