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Remote Financial Consultant Jobs in Indiana (NOW HIRING)

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Remote Insurance Agent

Terre Haute, IN · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Promoted2

Remote Insurance Agent

South Bend, IN · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

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Remote Insurance Agent

Fort Wayne, IN · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Management Sciences for Health

Location Consultants can be remote or on-site based as required by MSH. Instructions for applying ... Supply Chain Financing * Efficiency Analysis * Political Economy Analysis * Cost Analysis ...

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Remote Insurance Agent

Gary, IN · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Promoted2

Remote Insurance Agent

Evansville, IN · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

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Remote Insurance Agent

Indianapolis, IN · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

MBC Talent Connections

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Crowe LLP

Tax Manager, Financial Services

Indianapolis, IN · On-site +1

$95K - $195K/yr

Conduct tax research and provide guidance and consultation to clients * Identify and implement tax ... Candidates who are not within commuting distance of a Crowe office may be considered for a remote ...

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Remote Financial Consultant information

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 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 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:
What are popular job titles related to Remote Financial Consultant jobs in Indiana? For Remote Financial Consultant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Financial Consultant jobs in Indiana look for? The top searched job categories for Remote Financial Consultant jobs in Indiana are:
What cities in Indiana are hiring for Remote Financial Consultant jobs? Cities in Indiana with the most Remote Financial Consultant job openings:
Remote Financial Consultant jobs near you
Infographic showing various Remote Financial Consultant job openings in Indiana as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% Remote job distribution.

Remote Insurance Agent

Promoted2

Terre Haute, IN • Remote

$60K - $110K/yr

Contractor

Posted 11 days ago

Job description

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling

Earn strong first-year income with full training and qualified leads provided - join a fast-growing national financial services organization with unlimited earning potential.

About the Company

We're a national financial services organization helping families achieve long-term financial freedom through life insurance and investment protection. Built on integrity, transparency, and opportunity. Recognized among top producers for major IUL carriers nationwide - empowering agents to earn more without cold calling or lead generation.

We provide all tools, comprehensive training, proven scripts, and mentorship needed to build a successful career.

Role Overview

Remote Insurance Sales Agent - meet virtually with pre-qualified leads who requested information. Educate clients, present tailored solutions, and help families secure their futures - 100% from home. 1099 independent contractor role ideal for self-motivated individuals seeking control over income and schedule.

Responsibilities
  • Conduct virtual consultations with pre-qualified clients (no cold calling)
  • Present customized insurance and financial protection solutions
  • Manage client pipeline using our CRM system
  • Follow up to ensure satisfaction and policy retention
  • Attend team meetings, mentorship sessions, and ongoing training
  • Build scalable income through leadership and overrides
Qualifications

Required

  • Valid life insurance license (or willing to obtain - licensing guidance provided)
  • Strong communication and presentation skills
  • Self-motivated, coachable, goal-oriented
  • Eligible to work in the U.S.
  • Reliable high-speed internet and video conferencing setup

Preferred

  • Prior experience in sales, customer service, or financial services
  • Background in remote or independent contracting roles
  • Leadership or team-building experience
Compensation and Benefits

First year:$60,000-$110,000+

Long-term potential:$90,000-$250,000+

1099 independent contractor - uncapped commissions, team overrides, production bonuses, renewals starting at 1.75% from day one.

Key Benefits

  • Flexible fully remote schedule
  • Free pre-qualified appointments provided weekly (avg 6-10)
  • Comprehensive training, scripts, and one-on-one mentorship
  • Leadership advancement and team-building opportunities
  • No lead costs plus No cold calling
How to Apply

Ready to take control of your career and income? Apply today to start your interview process this week and join one of the fastest-growing teams in financial services.

Compliance Statement

We are an Equal Opportunity recruiter and welcome applicants from all backgrounds without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. We may use automated tools, including artificial intelligence (AI), to screen and assess candidates. These tools support and do not replace human decision-making. By applying, you consent to the collection and use of your personal information for recruitment purposes in accordance with applicable data protection laws. (US only) 1099=independent contractor, not employee. Employment may be at-will per state law. Contact us for accommodations. All applications confidential.