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

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Mortgage Loan Assistant

Boca Raton, FL · On-site +1

$50K/yr

Preferred degree in banking or finance, and a high school diploma or equivalent is required About ... remote options for loan originators. Loan originators receive full support through sales coaching ...

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How much do remote financial coach jobs pay per hour?

As of Sep 2, 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 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 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 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.

How much money do remote financial coaches make?

Remote financial coaches typically earn between $40,000 and $70,000 annually, depending on experience, certifications, and client base. Some coaches with established practices or specialized skills can earn higher incomes, especially if they work independently or offer premium services.

Is there a demand for remote financial coaches?

There is growing demand for remote financial coaches as more individuals seek personalized financial guidance online. The increase in digital communication tools and remote work arrangements has expanded opportunities for financial coaching roles, often requiring certifications and strong interpersonal skills. This trend is expected to continue as financial literacy remains a priority for many consumers.

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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 Financial Coach jobs near you

Mortgage Protection Resolution Specialist

GIA Legacy Planning

West Palm Beach, FL • Remote

$1.5K - $1.8K/wk

Full-time, Part-time

Life

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Mortgage Protection Resolution Specialist

Location: Remote Position/Work from Home
Job Type: Full-Time/Part-Time
Compensation: Uncapped Commission-Based

About Us

We’re excited to invite passionate, driven individuals to join our team as Mortgage Protection Life Insurance Agents. This isn’t just another job—it’s a career built for people who care deeply about helping families protect the home they’ve worked so hard for and create lasting memories.

Mortgage protection agents play a vital role in ensuring families can keep their generational homes in the family by putting life insurance policies in place with living benefits for disability, chronic, or critical illness. The purpose of mortgage protection is simple yet powerful: to provide financial security by paying off the mortgage if the main wage earner passes away or experiences a significant health event.

If you want flexibility, purpose, and real earning potential, this is the opportunity for you. You’ll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence—all while adding family value to your community.

We thrive in a collaborative, team-oriented environment. Whether you like to stand out and shine or focus on hitting your income goals quietly, there’s a place for you here. And yes—we also believe life is too short not to enjoy it!

Responsibilities

  • Identify client needs and recommend tailored mortgage protection solutions

  • Educate clients on life insurance policies with living benefits for disability, critical illness, or chronic conditions

  • Build and maintain strong, trust-based client relationships

  • Generate leads through networking, referrals, and company-provided resources

  • Follow up with prospects to close sales and ensure customer satisfaction

  • Stay up-to-date on industry trends, products, and carrier offerings

  • Work independently while collaborating with a supportive, high-energy team

What We Offer

  • Competitive commission structure with bonus potential

  • Flexible work schedule (fully remote position)

  • Comprehensive training and mentorship programs

  • Access to top-rated insurance carriers and in-demand products

  • Clear paths for career growth, leadership, and professional development

  • Supportive team culture with ongoing coaching and collaboration

Requirements

  • Active insurance license (or willingness to obtain one—we provide full guidance)

  • Strong communication and interpersonal skills

  • Self-motivated, goal-oriented, and results-driven mindset

  • Ability to work independently while managing your schedule effectively

  • Basic computer skills for CRM and client management

  • Own a device to conduct business Ipad, laptop desktop and phone