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Remote Financial Services Jobs in Oregon (NOW HIRING)

Solutions Manager, Financial Services

OR · On-site +1

$88K - $116K/yr

Solutions Manager, Financial Services If you have experience blending sales, research, and business ... Remote Benefits in our US offices: * Discretionary Time Off Policy (Unlimited!) * 401K Match

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom ... And if you're new to the financial services industry, we offer up to 3 months of pay and coaching ...

Our Financial Professional Advisor role is designed for individuals who are motivated to build a ... Prior customer service experience, with a demonstrated commitment to delivering exceptional client ...

Remote Insurance Agent

Portland, OR · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... About the Company We're a national financial services organization helping families achieve ...

Remote Insurance Agent

Eugene, OR · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... About the Company We're a national financial services organization helping families achieve ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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Remote Financial Services information

See Oregon salary details

$26.4K

$69K

$139.6K

How much do remote financial services jobs pay per year?

As of Aug 27, 2026, the average yearly pay for remote financial services in Oregon is $68,964.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $83,000.00 per year, depending on experience, location, and employer.

What is a remote financial services job?

A Remote Financial Services job involves providing financial guidance, support, or solutions to clients while working from a remote location. This can include roles in financial planning, investment advising, accounting, banking, or customer support for financial products. Professionals in this field use digital communication tools to assist clients, analyze financial data, and manage transactions. Strong analytical skills, financial knowledge, and the ability to work independently are important for success in this role. Many positions require relevant certifications or qualifications, depending on the specific financial service provided.

What are some common challenges faced when working in remote financial services, and how can they be managed?

One common challenge in Remote Financial Services is maintaining effective communication with clients and colleagues without in-person interaction. To address this, professionals rely on secure digital platforms for meetings, document sharing, and collaborative work. It's also important to stay organized and self-disciplined, as remote work demands strong time-management to juggle client needs, compliance tasks, and ongoing learning. Employers often provide virtual training, regular team check-ins, and robust IT support to help remote financial professionals thrive.

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

To excel in Remote Financial Services, a strong background in finance, accounting, or economics is essential, often backed by a relevant degree or certifications such as CFP or CFA. Familiarity with financial analysis software, CRM systems, and secure communication platforms is typically required. Exceptional soft skills such as attention to detail, self-motivation, and effective virtual communication set candidates apart. These competencies are crucial for building client trust, maintaining regulatory compliance, and delivering quality financial solutions in a remote setting.

What are the most commonly searched types of Financial Services jobs in Oregon?

The most popular types of Financial Services jobs in Oregon are:

What are popular job titles related to Remote Financial Services jobs in Oregon?

For Remote Financial Services jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Remote Financial Services jobs in Oregon look for?

The top searched job categories for Remote Financial Services jobs in Oregon are:

What cities in Oregon are hiring for Remote Financial Services jobs?

Cities in Oregon with the most Remote Financial Services job openings:

Infographic showing various Remote Financial Services job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $68,964 per year, or $33.2 per hour.

Financial Services Representative

Portland, OR • On-site, Remote

AO Globe Life
Insurance Services • 1 - 5K employees

Full-time

Medical

This job post has expired today. Applications are no longer accepted.


Job description

We are looking for enthusiastic individuals who are passionate about serving others. We serve veterans and their families by providing them with expert guidance and support in navigating their life insurance and accidental benefit options. You will play a vital role in helping members secure the coverage they need to protect their loved ones and their legacies. This is an exciting opportunity to make a meaningful difference while enjoying the flexibility of working from home. Never been in the insurance industry before? That's ok! We walk you through the entire process!
What We Can Offer You:
  • ALWAYS Remote
  • 100K+ Earning Potential
  • Weekly Pay
  • Health Insurance Premium Reimbursement
  • All Warm Leads Provided
  • No Overhead Cost Expenses
  • Top Agent Performance Incentives Programs
  • Membership in OPEIU Local 277
  • Stability of a 70-year-old organization that thrives on Member Satisfaction and Legendary Service.

Responsibilities:
  • Making daily warm sales calls from our large membership database
  • Identifying the financial needs of our members and translating the importance and benefits of supplemental benefits products
  • Provide excellent customer service and maintain retention
  • Maintain ongoing communication with members throughout the application process, providing updates, addressing any concerns or questions, and offering support as needed.
  • Provide ongoing support after their policies are in place, including policy reviews, beneficiary updates, and claims assistance.
  • Adhere to all regulatory requirements and ethical standards governing the sale and servicing of life insurance policies.

Required Skills
  • Be an effective communicator both written and verbal
  • Have computer experience, organizational and time management skills
  • Self-motivated and detail-oriented
  • Sales experience is highly preferred
  • Ability to qualify for a Life Insurance License
  • Possess a competitive sales drive
  • Excellent problem-solving & critical-thinking skills
  • Ability to work independently and in a team setting
  • Ability to be coachable & implement constructive criticism