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Remote Retirement Sales Jobs (NOW HIRING)

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Remote Life Insurance Advisor

Tampa, FL Β· Remote

$150K - $200K/yr

Educate clients on life insurance, retirement, and other financial protection options * Help ... Proven sales systems * Leadership development opportunities * Performance-based bonuses and ...

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Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... MeridianLight provides pre-set retirement review appointments with teachers and public employees ...

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Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... MeridianLight provides pre-set retirement review appointments with teachers and public employees ...

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Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... MeridianLight provides pre-set retirement review appointments with teachers and public employees ...

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Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... MeridianLight provides pre-set retirement review appointments with teachers and public employees ...

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Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... MeridianLight provides pre-set retirement review appointments with teachers and public employees ...

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Remote Retirement Sales information

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$25K

$62.4K

$123K

How much do remote retirement sales jobs pay per year?

As of Jul 11, 2026, the average yearly pay for remote retirement sales in the United States is $62,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in a Remote Retirement Sales role, and how can they be addressed?

One common challenge in Remote Retirement Sales is building trust and rapport with clients without face-to-face interactions. To overcome this, professionals often leverage video conferencing, timely follow-ups, and clear, transparent communication to foster client relationships. Another challenge is staying motivated and organized while working independently; many successful remote sales professionals set structured daily schedules and use digital CRM tools to track their progress. Additionally, they frequently collaborate with internal teams such as marketing and compliance via virtual meetings to stay aligned on product updates and regulatory changes.

What are the key skills and qualifications needed to thrive as a Remote Retirement Sales Professional, and why are they important?

To thrive as a Remote Retirement Sales Professional, you need a solid understanding of retirement products, financial planning, and proven sales experience, often supported by a relevant degree and FINRA Series 6 or 7 licenses. Familiarity with CRM software, virtual communication platforms, and retirement planning tools is essential. Strong interpersonal skills, self-motivation, and the ability to build trust remotely set top performers apart in this role. These skills are important because they enable professionals to effectively advise clients, close sales from a distance, and foster long-term client relationships in a highly regulated industry.

What is a Remote Retirement Sales job?

A Remote Retirement Sales job involves selling retirement plans, products, or services, such as 401(k)s, IRAs, or annuities, to clients while working from a remote location. Professionals in this role connect with customers through phone, email, or video calls to understand their retirement needs and recommend suitable solutions. They may also provide guidance on retirement planning, answer client questions, and build long-term relationships. This position typically requires strong communication skills, knowledge of retirement products, and the ability to work independently from home.

What is the difference between Remote Retirement Sales vs Retirement Advisor?

AspectRemote Retirement SalesRetirement Advisor
CredentialsSales certifications, FINRA licensesFINRA licenses, CFP certification
Work EnvironmentRemote, sales-focusedOffice or remote, client advisory
Industry UsageFinancial services, insuranceFinancial planning, wealth management

Remote Retirement Sales primarily focuses on selling retirement-related financial products remotely, emphasizing sales skills and certifications. Retirement Advisors provide personalized financial planning and advice, often requiring CFP certification. While both roles operate within the financial industry and may share some credentials, their core functions differ: one is sales-oriented, the other advisory-focused.

More about Remote Retirement Sales jobs
What cities are hiring for Remote Retirement Sales jobs? Cities with the most Remote Retirement Sales job openings:
What are the most commonly searched types of Retirement Sales jobs? The most popular types of Retirement Sales jobs are:
What states have the most Remote Retirement Sales jobs? States with the most job openings for Remote Retirement Sales jobs include:
Infographic showing various Remote Retirement Sales job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% Remote job distribution, with an average salary of $62,441 per year, or $30 per hour.

Remote Life Insurance Advisor

Mathews Financial Group

Tampa, FL β€’ Remote

$150K - $200K/yr

Full-time

Medical

Posted 17 days ago

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Job description

Who Are We?

Mathews Financial Group is an independent insurance agency seeking motivated, coachable individuals who are passionate about helping others and building a rewarding career. We provide training, mentorship, and proven systems to help our team develop professionally while serving clients with integrity.

If you're looking for:

  • Flexible full-time or part-time opportunities

  • A remote work environment

  • Income that reflects your effort and consistency

  • Ongoing coaching and mentorship

  • A supportive team culture that values growth and collaboration

  • The opportunity to make a meaningful impact in the lives of individuals and families

...we'd love to connect with you.

What You'll Do

As a member of Mathews Financial Group, you'll work directly with individuals and families to help them find insurance and financial solutions that fit their needs and long-term goals.

Responsibilities include:

  • Contact prospective clients to schedule appointments

  • Meet with clients virtually by phone or Zoom

  • Conduct needs-based conversations to understand each client's goals, financial situation, and priorities

  • Educate clients on life insurance, retirement, and other financial protection options

  • Help clients identify coverage and retirement solutions they may qualify for based on their needs and goals

  • Present personalized recommendations and guide clients through the application process

  • Assist clients with policy reviews and ongoing service after their policies are in place

  • Build and maintain long-term client relationships through consistent follow-up and communication

  • Keep accurate records of client interactions and appointments

  • Attend virtual team meetings, coaching calls, and training sessions

  • Manage your own schedule while working independently in a remote environment

What We Offer

  • Remote work

  • Flexible scheduling

  • Comprehensive training and mentorship

  • Proven sales systems

  • Leadership development opportunities

  • Performance-based bonuses and incentives

  • Health insurance benefits available

  • Ongoing coaching and professional development

  • In-person training opportunities

Income Potential

While individual results vary, many of our agents achieve results similar to the following based on their level of activity:

  • Part-Time (1–2 sales per week): Approximately $25,000–$50,000 annually

  • Consistent Producers (3–5 sales per week): Approximately $75,000–$125,000 annually

  • High Producers (6–8 sales per week): Approximately $150,000–$200,000 annually

Our top-performing agents consistently exceed these production levels.

Who We're Looking For

  • Goal-oriented individuals who enjoy achieving measurable results

  • Strong communicators who enjoy building relationships

  • Self-motivated professionals who thrive in a remote environment

  • Individuals with integrity and a strong work ethic

  • Coachable team players who are eager to learn and grow

  • Strong organizational and time management skills

  • A passion for helping others make informed financial decisions

Requirements

  • Excellent communication and presentation skills

  • Strong customer service and interpersonal skills

  • Ability to work independently while managing your own schedule

  • Motivated, driven, and willing to learn

  • Comfortable working in a performance-based sales environment

Why Join Mathews Financial Group?

At Mathews Financial Group, we believe in developing people, not just sales professionals. Our team is built around mentorship, accountability, and continuous growth. Whether you're looking for a flexible part-time opportunity or a long-term career, you'll receive the training, support, and coaching needed to continue developing your skills while helping clients protect what matters most.

We believe finding the right fit is important for both our team and our candidates, and we look forward to learning more about you.

Disclaimer

Compensation is performance-based and varies by individual. The income examples above are not guarantees of future earnings. Results depend on many factors, including effort, consistency, market conditions, licensing requirements, and individual performance. No specific level of earnings or production is promised or guaranteed.