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Remote Financial Jobs in Wausau, WI (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Wausau, WI · 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 ...

InsuraTec

Sales Representative (Remote)

Weston, WI · 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 ...

Careers - MBE CPAs

Tax Manager

Wausau, WI · On-site +1

$119K - $156K/yr

... financial work is produced and delivered to client within expected timelines. This includes ... Remote work allowed. * Relocation packages including ability to work remotely during transition to ...

Apogee

Microsoft Dynamics 365 Platform Architect

Wausau, WI · Remote

$115K - $140K/yr

The initial focus will be the implementation and stabilization of Microsoft Dynamics 365 Finance ... This is a remote role with approx. 20% travel (to an Apogee facility and to Apogee Headquarters in ...

Careers - MBE CPAs

Staff Accountant

Wausau, WI · On-site +1

$59K - $77K/yr

Assisting with analyzing client financial records to identify potential accounting and auditing ... Hybrid and remote work is available for candidates with 3 or more years of experience in a similar ...

Alera Group

Commercial Account Manager - WI

Wausau, WI · On-site +1

Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Waukesha, Wausau WI Remote: if ... and Financial Services. With a network of offices nationwide, our commitment to collaboration ...

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All JobsFinancial JobsRemote Financial JobsRemote Financial Jobs in Wausau, WI

Remote Financial information

What is a remote financial job?

A remote financial job is any job in the finance industry that allows you to telecommute instead of working in an office. You can do almost any finance job on a remote basis. Some of the most common remote jobs include accountants, accounting managers, account managers, finance assistants, financial planners, bookkeepers, finance analyst, traders, and underwriters. Depending on your position, your duties and responsibilities may include managing investments, overseeing an audit, or preparing taxes. Keep in mind that while remote jobs allow you to work from home, you may need to travel to your employer’s office on occasion to consult with clients.

How do remote financial professionals typically collaborate with team members and clients across different locations?

Remote Financial professionals often rely heavily on digital communication tools such as video conferencing, secure file-sharing platforms, and project management software to coordinate with colleagues and clients. Regular virtual meetings and clear documentation are essential to ensure everyone is aligned on financial goals, deadlines, and compliance requirements. While working independently is common, teamwork remains crucial, particularly during financial reporting periods or when addressing client inquiries. Building strong communication habits and proactively reaching out to team members can help overcome the unique challenges of remote collaboration in this field.

What are the key skills and qualifications needed to thrive as a remote financial analyst, and why are they important?

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree in finance, accounting, or a related field. Proficiency in tools like Microsoft Excel, financial ERP systems, and possibly certifications such as CFA or CPA is highly valuable. Excellent communication, self-motivation, and time management are crucial soft skills for remote collaboration and independent work. These skills and qualifications ensure accurate financial insights, effective remote teamwork, and reliable business decision support.

What is the difference between Remote Financial vs Remote Bookkeeper?

AspectRemote FinancialRemote Bookkeeper
CredentialsFinancial certifications (e.g., CFA, CPA), accounting degreesBookkeeping certifications (e.g., QuickBooks Certified), basic accounting knowledge
Work EnvironmentFinancial firms, corporate finance departments, consultingSmall businesses, accounting firms, freelance work
Employer & Industry UsageUsed in finance, banking, investment sectorsCommon in small business, retail, service industries
Search & Comparison IntentLooking for financial analysis, planning, or consulting rolesSeeking bookkeeping, data entry, or basic accounting tasks

Remote Financial professionals typically handle complex financial analysis, planning, and consulting, often requiring advanced certifications. Remote Bookkeepers focus on recording transactions, maintaining financial records, and basic accounting, usually with less formal credentials. Both roles are remote-friendly but serve different business needs and skill levels.

Is it possible to work remotely in finance?

Remote financial jobs are common and include roles such as financial analysts, accountants, and advisors. These positions often require skills in financial software, data analysis, and communication tools, and many companies offer remote or hybrid work arrangements depending on the role and organization.
More about Remote Financial jobs

What are the most commonly searched types of Financial jobs in Wausau, WI?

The most popular types of Financial jobs in Wausau, WI are:

What are popular job titles related to Remote Financial jobs in Wausau, WI?

For Remote Financial jobs in Wausau, WI, the most frequently searched job titles are:

What job categories do people searching Remote Financial jobs in Wausau, WI look for?

The top searched job categories for Remote Financial jobs in Wausau, WI are:

What cities near Wausau, WI are hiring for Remote Financial jobs?

Cities near Wausau, WI with the most Remote Financial job openings:

Remote Financial jobs near you
Infographic showing various Remote Financial job openings in Wausau, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Sales Representative (Remote)

InsuraTec

Wausau, WI • Remote

Full-time

Re-posted 20 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.

Apply