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Remote Hybrid Financial Jobs (NOW HIRING)

Live Oak Financial, Inc. Remote / Hybrid Full-Time | Performance-Based Compensation Job Summary Live Oak Financial, Inc. is seeking a disciplined, professional Inside Sales Agent to support our ...

Paraplanner Ann Arbor, MI | Remote/Hybrid Considered Clarity Financial Advisors , a growing Private Wealth Advisory Practice of Ameriprise Financial , is seeking a fully licensed Paraplanner to join ...

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Remote Hybrid Financial information

What is the difference between Remote Hybrid Financial vs Remote Hybrid Accountant?

AspectRemote Hybrid FinancialRemote Hybrid Accountant
CredentialsFinance degree, CPA or CFA often preferredAccounting degree, CPA required or preferred
Work EnvironmentFinancial analysis, planning, and strategyBookkeeping, auditing, and financial reporting
Industry UsageFinance firms, corporate finance departmentsAccounting firms, corporate accounting teams
Common Search IntentFinancial analysis, planning, investment rolesAuditing, bookkeeping, tax preparation

Remote Hybrid Financial professionals focus on financial planning, analysis, and strategy, often requiring finance-specific certifications. Remote Hybrid Accountants handle bookkeeping, auditing, and financial reporting, typically needing CPA credentials. Both roles operate in similar environments but serve different functions within the finance industry.

More about Remote Hybrid Financial jobs
What cities are hiring for Remote Hybrid Financial jobs? Cities with the most Remote Hybrid Financial job openings:
What are the most commonly searched types of Hybrid Financial jobs? The most popular types of Hybrid Financial jobs are:
What states have the most Remote Hybrid Financial jobs? States with the most job openings for Remote Hybrid Financial jobs include:
Infographic showing various Remote Hybrid Financial job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 85% Full Time, 11% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Inside Sales Agent

LIVE OAK FINANCIAL INC

Albany, GA โ€ข On-site, Remote

Full-time

Posted 19 days ago


Job description


Live Oak Financial, Inc.
Remote / Hybrid
Full-Time | Performance-Based Compensation
Job Summary
Live Oak Financial, Inc. is seeking a disciplined, professional Inside Sales Agent to support our expanding national sales operation. This role is responsible for outbound prospecting, inbound lead conversion, and pipeline development while representing the firm with credibility and professionalism.
This is an opportunity for motivated sales professionals who thrive in structured, performance-driven environments and are seeking long-term growth with an executive-led organization.
Key Responsibilities
  • Conduct outbound sales calls and follow-up outreach
  • Qualify inbound leads and convert them into sales opportunities
  • Present services clearly and professionally to prospective clients
  • Maintain accurate CRM records, activity logs, and pipeline updates
  • Meet or exceed defined sales KPIs and revenue targets
  • Collaborate with leadership and operations to support client onboarding
  • Maintain compliance with company policies and regulatory standards
Qualifications
  • Prior experience in inside sales, B2B sales, or call-based sales preferred
  • Strong communication and interpersonal skills
  • Professional phone presence and objection-handling ability
  • Self-motivated, organized, and performance-oriented
  • Comfortable working independently in a remote or hybrid environment
  • CRM experience preferred
Compensation & Benefits
  • Competitive base pay
  • Uncapped commission and performance incentives
  • Advancement opportunities within sales and leadership tracks
  • Training, tools, and executive support provided
Work Environment
  • Remote or hybrid flexibility
  • Structured schedules and clear performance metrics
  • Executive-led team with defined processes and accountability
Why Join Live Oak Financial
  • Growing financial services firm with national reach
  • Professional, compliance-focused sales culture
  • Clear expectations, transparency, and merit-based advancement
  • Opportunity to scale with the organization
Equal Opportunity Statement
Live Oak Financial, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

This is a remote position.