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Remote Financial Coach Jobs in Boca Raton, FL (NOW HIRING)

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Remote Financial Coach information

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How much do remote financial coach jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for remote financial coach in Boca Raton, FL is $21.85, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $25.53 per hour, depending on experience, location, and employer.

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.

What are popular job titles related to Remote Financial Coach jobs in Boca Raton, FL? For Remote Financial Coach jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Remote Financial Coach jobs in Boca Raton, FL look for? The top searched job categories for Remote Financial Coach jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Remote Financial Coach jobs? Cities near Boca Raton, FL with the most Remote Financial Coach job openings:

Remote Account Sales Representative

Stratford Davis

Fort Lauderdale, FL • Remote

$85K - $150K/yr

Full-time

Posted 10 days ago


Job description

Tired of the daily commute? Ready for a life-changing, work-from-home career?

Stratford Davis is expanding! We are looking for highly motivated Account Sales Representatives to join our fast-growing, fully remote sales team.

This is more than just another remote job, it’s a true career opportunity offering complete autonomy and the chance to make a meaningful impact. You will help individuals and families secure their financial future through Life Insurance, Indexed Universal Life (IULs), and Annuities.

If you are driven, coachable, and hungry for success, this role offers the ultimate flexibility and income potential you’ve been searching for.

What You’ll Do as an Account Sales Representative
  • As a trusted advisor, you’ll guide clients through important financial decisions—all from the comfort of your home:
  • Work From Home Sales: Connect virtually with pre-qualified, warm leads (absolutely no cold calling!).
  • Client Relationship Management: Build trust and long-term relationships through engaging, consultative conversations.
  • Needs Analysis: Dive deep into each client’s unique financial goals to tailor personalized solutions.
  • Virtual Presentations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  • End-to-End Sales Process: Manage the client journey smoothly from initial contact to policy implementation.
  • CRM Management: Keep your pipeline organized and track client interactions using our proven systems.
Why Join Stratford Davis?
  • We set you up to win from day one. Here is what we offer:
  • Flexible Workweek: Design your own schedule and enjoy a streamlined 3–4 working days per week.
  • No Prospecting Needed: Say goodbye to chasing leads. Work exclusively with warm, pre-screened leads provided directly to you.
  • World-Class Training Included: Gain free access to premium training materials and live, interactive coaching sessions.
  • Premium Sales Tools: Utilize state-of-the-art sales technology and CRMs at zero cost to you.
  • Ongoing Development: Fast-track your career with direct access to dedicated mentors and top industry experts.
  • Incentive Getaways: Pack your bags! Earn all-expenses-paid international luxury trips based on your performance.
Who We’re Looking For
  • We value drive and attitude over a resume. We are looking for:
  • Strong Communicators: Professionals who can captivate and connect with clients in a remote sales environment.
  • Self-Motivated Go-Getters: People who take full ownership of their results and daily schedule.
  • Growth-Minded Individuals: Goal-oriented learners who are always looking to level up.
  • Relationship Builders: Compassionate individuals who genuinely enjoy helping others make confident financial decisions.
  • Sales experience is helpful, but not required. We provide full, comprehensive training!

This position is Commission-Based, offering uncapped earning potential. Your income is directly tied to your effort, putting you in complete control of your financial destiny.

Ready to Work From Home and Control Your Income?

If you’re looking for a remote sales career that offers true flexibility, freedom, and high earning potential, your search ends here.



Apply today and take the first step towards your new success story!