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Remote Financial Consultant Jobs in Indiana (NOW HIRING)

As a global-leading health and well-being provider - encompassing physical, mental and financial ... This is a fully remote role; equipment will be provided as well as in-depth continuous training. A ...

With a strong financial foundation, national presence, and a culture rooted in integrity ... This position may work fully remote from any US-based location, provided they are able to work ...

... financial professionals. We are looking for a seasoned Advanced Markets Consultant to work as part ... This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities:

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Remote Financial Consultant information

What is a remote financial consultant?

A Remote Financial Consultant provides financial advice, planning, and investment guidance to clients while working from a remote location. They analyze financial data, assess clients' goals, and recommend strategies to improve financial stability and growth. Using digital tools, they communicate with clients, monitor financial trends, and help with budgeting, retirement planning, and portfolio management. This role requires strong financial expertise, analytical skills, and the ability to build relationships virtually. Many consultants work independently or for financial firms offering remote advisory services.

What types of clients or projects do remote financial consultants typically work with?

Remote Financial Consultants commonly serve a diverse range of clients, including individuals seeking investment or retirement planning, small businesses needing budgeting assistance, or corporations requiring strategic financial advice. Projects may involve portfolio analysis, developing financial plans, evaluating risk, or providing insights on tax optimization. Consultants often work directly with clients via video calls, email, or project management software, and may collaborate with other finance professionals or departments depending on project needs. The variety of clients and assignments in this remote setting offers opportunities to expand expertise, specialize by industry, and develop a broad professional network.

What are the key skills and qualifications needed to thrive in the remote financial consultant position, and why are they important?

Success as a Remote Financial Consultant requires strong analytical skills, a solid understanding of financial principles, and a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, spreadsheet tools like Microsoft Excel, and certifications such as CFP or CFA are often expected. Exceptional communication, self-motivation, and time management are key soft skills for building trustful client relationships and thriving independently. These abilities ensure reliable financial guidance, effective remote collaboration, and client satisfaction in a virtual consulting environment.

What are the most commonly searched types of Financial Consultant jobs in Indiana?

The most popular types of Financial Consultant jobs in Indiana are:

Infographic showing various Remote Financial Consultant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Benefits Enrollment Consultant (Remote)

Zuzick Organization of Globe Life

Terre Haute, IN • Remote

Full-time

Posted 22 days ago


Globe Life Insurance rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

170th of 315 rated insurance


Job description

NOW HIRING – REMOTE

The Zuzick Organization of Globe Life: American Income Division, is seeking motivated individuals to join our growing team in New England. We specialize in helping working families protect their financial future through supplemental benefits.

Recognized as one of New England’s Best Places to Work in 2024 and ranked #1 in our category since 2020, we take pride in developing our team from within and providing long-term career growth opportunities.

Globe Life is one of the largest benefits providers in the U.S., serving over 18 million policyholders and managing more than $227 billion in coverage.

This is a remote, client-facing sales role where you will meet with clients via Zoom, assess their needs, and recommend appropriate benefit solutions.

This position is performance-based with uncapped earning potential.

Responsibilities

Connect with prospective clients via phone and virtual meetings

Educate clients on benefit options and coverage

Build and maintain client relationships

Follow up on leads and manage your pipeline


What Globe Life Insurance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Globe Life logo

About Globe Life

Sourced by ZipRecruiter

Our Actions Today have a lasting impact on Tomorrow. Therefore, We aim to inspire everyone in our network to help Make Tomorrow Better. At Globe Life, We empower our Customers by offering products that help secure their Financial Future and Protect them from the unexpected. We give our Employees the chance to give back, Support Initiatives with a Service First Mindset, and Promote from within.

Industry

Insurance services and insurance agencies and brokerages

Company size

1,001 - 5,000 Employees

Headquarters location

McKinney, TX, US