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Remote Pinnacle Financial Partners Jobs (NOW HIRING)

Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...

Pinnacle Financial Services Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S. What ... Partner with internal Sales Support teams to ensure a smooth agent experience * Develop and ...

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Remote Pinnacle Financial Partners information

What can I expect in terms of collaboration and communication while working remotely at Pinnacle Financial Partners?

As a remote team member at Pinnacle Financial Partners, you can expect to work closely with colleagues through virtual meetings, collaborative platforms, and regular check-ins. The company emphasizes a strong team culture, even in remote settings, ensuring that communication channels remain open and accessible. You'll likely participate in video conferences, team chats, and shared project management tools to stay aligned with your team and company goals. This collaborative environment helps maintain productivity and fosters a sense of connection, despite working from different locations.

What are the key skills and qualifications needed to thrive as a Remote Financial Services Representative at Pinnacle Financial Partners, and why are they important?

To thrive in this role, you need a strong background in banking or financial services, attention to detail, and typically a bachelor's degree in finance, business, or a related field. Proficiency with banking software, CRM systems, and secure telecommunication tools is essential for remote work. Exceptional customer service, communication skills, and the ability to work independently are crucial soft skills. These competencies ensure efficient client support, secure handling of sensitive information, and positive client relationships in a remote environment.

What are Remote Pinnacle Financial Partners jobs?

Remote Pinnacle Financial Partners jobs are positions offered by Pinnacle Financial Partners that allow employees to work from locations outside of the company's physical offices. These roles can include a variety of positions such as customer service representatives, financial advisors, loan officers, and IT professionals, all of whom support the bank's operations and clients remotely. Working remotely provides flexibility, enabling employees to balance work and personal life while still contributing to the company's success. Pinnacle Financial Partners is known for its collaborative culture and commitment to client service, which extends to its remote workforce.

What is the difference between Remote Pinnacle Financial Partners vs Remote Financial Advisor?

AspectRemote Pinnacle Financial PartnersRemote Financial Advisor
CredentialsFINRA licenses, CFP certification often requiredFINRA licenses, CFP or similar certifications common
Work EnvironmentRemote, client-facing, team collaborationRemote, client consultations, portfolio management
Industry UsageFinancial services, banking, wealth managementFinancial planning, investment advising, wealth management

Remote Pinnacle Financial Partners and Remote Financial Advisors both operate in the financial services industry, often requiring similar credentials like FINRA licenses and CFP certification. While Pinnacle Financial Partners may focus more on banking and wealth management services, Financial Advisors primarily provide personalized investment and financial planning advice. Both roles are commonly remote, emphasizing client interaction and collaboration with teams.

More about Remote Pinnacle Financial Partners jobs
What cities are hiring for Remote Pinnacle Financial Partners jobs? Cities with the most Remote Pinnacle Financial Partners job openings:
What are the most commonly searched types of Pinnacle Financial Partners jobs? The most popular types of Pinnacle Financial Partners jobs are:
What states have the most Remote Pinnacle Financial Partners jobs? States with the most job openings for Remote Pinnacle Financial Partners jobs include:
Infographic showing various Remote Pinnacle Financial Partners job openings in the United States as of May 2026, with employment types broken down into 67% Full Time, 20% Part Time, 2% Temporary, and 11% Contract. Highlights an 2% In-person, and 98% Remote job distribution.
Sales Director

Sales Director

Amerilife Group, LLC

Warminster, PA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago


AmeriLife rating

8.5

Company rating: 8.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

87th of 260 rated insurance


Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Lead Growth. Build Relationships. Drive Sales.
Pinnacle Financial Services is seeking a driven and relationship-focused Sales Director to lead agent growth and sales performance within our Warminster office.
This role is ideal for a motivated sales professional who thrives on building strong partnerships, recruiting and mentoring agents, and driving revenue through Medicare and ancillary health product sales. As a Sales Director, you will play a key role in expanding our agent network while supporting and developing existing agents to maximize their production.
If you are competitive, disciplined, and passionate about coaching others to succeed, this opportunity offers strong earning potential and the chance to make a significant impact within a growing organization.

Job Description

Pinnacle Financial Services

Full-Time | Warminster, PA (65 W Street) | Hybrid or Remote U.S.

What You'll DoAgent Recruitment & Growth
  • Prospect and recruit new independent agents to join the Pinnacle network

  • Build and maintain strong relationships with agents to drive long-term success

  • Expand agent production through coaching, motivation, and strategic support

Sales Leadership & Training
  • Train new agents on Medicare and ancillary product offerings

  • Conduct product training sessions and educational workshops

  • Provide ongoing guidance to help agents grow their books of business

Sales Performance & Production
  • Support existing agents in maintaining and increasing sales, including ACA products

  • Monitor sales activity and provide strategies to maximize performance

  • Maintain consistent outbound outreach and agent engagement

Collaboration & Industry Engagement
  • Partner with internal Sales Support teams to ensure a smooth agent experience

  • Develop and maintain strong carrier and industry relationships

  • Attend industry events and travel as needed to support agent relationships and growth initiatives

Compensation Opportunity

This role offers strong earning potential with performance-based incentives.

  • Bonus Opportunity: Earn 15% of gross commission on unique agents you recruit and develop

  • Bonuses tied to activity metrics including phone outreach, agent recruitment, and contract submissions

What We're Looking ForQualifications
  • Previous experience selling or marketing Medicare and ancillary health products

  • Strong understanding of benefits, carriers, and commission structures

  • High school diploma required; college degree preferred

Skills & Attributes
  • Highly competitive, goal-oriented self-starter

  • Strong relationship-building and recruiting ability

  • Excellent communication and presentation skills

  • Strong phone presence and persistence in outreach

  • Organized with strong time-management skills

  • Proficient in Microsoft Office tools

Why Join Pinnacle Financial Services?
  • Established and respected organization in the insurance industry

  • Opportunity to recruit, coach, and develop a successful agent network

  • Strong earning potential tied directly to performance and growth

  • Collaborative, team-oriented office environment

  • Opportunity to grow within a rapidly expanding organization

If you are passionate about sales leadership, recruiting top agents, and driving revenue growth, we encourage you to apply and join the Pinnacle Financial Services team.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.