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Remote Financial Planning Analyst Jobs in Rochester, MN

InsuraTec

Sales Representative (Remote)

Rochester, MN · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Lantern

Strategy Analyst

Rochester, MN · Remote

This is a remote-first role with occasional (~1x month) travel. Responsibilities and Duties ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Workiva

Spring 2027 Intern - Sales Analyst

Rochester, MN · On-site +1

$21/hr

The Sales Analyst Intern supports various internal teams, including Sales, Finance, Accounting ... This internship is primarily a remote opportunity. However, if you are located near one of our ...

CannonDesign

Risk & Legal Analyst

Rochester, MN · On-site +1

$88K - $110K/yr

Liaise with CannonDesign's internal accounting and finance teams regarding commercial issues ... We have paid time off, flex-time schedules, remote work options and a 401k plan and employee perk ...

World Wide Technology

Project Coordinator

Rochester, MN · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

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Remote Financial Planning Analyst information

See Rochester, MN salary details

$46.3K

$92.6K

$147.9K

How much do remote financial planning analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for remote financial planning analyst in Rochester, MN is $92,647.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $109,300.00 per year, depending on experience, location, and employer.

What is a remote financial planning analyst?

A Remote Financial Planning Analyst is responsible for analyzing financial data, preparing forecasts, and providing insights to support business decision-making, all while working remotely. They assess budgets, track financial performance, and create reports to help organizations optimize their financial strategies. This role requires proficiency in financial modeling, data analysis, and the use of financial software. Strong communication skills are also essential since analysts collaborate with teams and stakeholders virtually.

What does a remote financial planning analyst do?

A typical day for a Remote Financial Planning Analyst involves gathering and analyzing financial data, preparing reports and forecasts, and collaborating virtually with cross-functional teams such as accounting, operations, and senior management. You may attend video meetings to discuss budgetary performance, develop scenario analyses, and provide recommendations to support business objectives. Regular responsibilities also include monitoring key metrics, maintaining financial models, and ensuring data integrity. Effective time management and proactive communication are essential because much of the teamwork happens through digital channels.

What are the key skills and qualifications needed to thrive as a remote financial planning analyst?

To thrive as a Remote Financial Planning Analyst, you need strong analytical skills, a solid understanding of financial concepts, and a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling software (such as Excel or SAP), data visualization tools, and certifications like CFA or CFP are highly valued. Excellent communication, organizational skills, and self-motivation are crucial for working effectively without in-person supervision. These capabilities ensure accurate financial analysis, effective virtual collaboration, and the ability to provide actionable insights for decision-making in a remote environment.

What are the most commonly searched types of Financial Planning Analyst jobs in Rochester, MN?

The most popular types of Financial Planning Analyst jobs in Rochester, MN are:

What are popular job titles related to Remote Financial Planning Analyst jobs in Rochester, MN?

For Remote Financial Planning Analyst jobs in Rochester, MN, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planning Analyst jobs in Rochester, MN look for?

The top searched job categories for Remote Financial Planning Analyst jobs in Rochester, MN are:

What cities near Rochester, MN are hiring for Remote Financial Planning Analyst jobs?

Cities near Rochester, MN with the most Remote Financial Planning Analyst job openings:

Remote Financial Planning Analyst jobs near you
Infographic showing various Remote Financial Planning Analyst job openings in Rochester, MN as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $92,647 per year, or $44.5 per hour.

Sales Representative (Remote)

Rochester, MN • Remote

InsuraTec
Marketing • 11 - 50 employees
Learn more about InsuraTecexternal

Full-time

Re-posted 26 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

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