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Remote Sequoia Financial Group Jobs in Raleigh, NC

InsuraTec

Sales Representative (Remote)

Cary, NC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Clayton, NC · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Group. We are committed to supporting your personal and professional growth every step of the way.

The Davis Life Agency

Insurance Agent

Raleigh, NC · On-site +1

$30K - $160K/yr

Remote work and in-person training opportunities available * Potential to earn a raise every 2 ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Kimbrell Agency

Life Insurance Agent

Chapel Hill, NC · Remote

$50K - $100K/yr

Kimbrell Agency Remote Employment Type: Contractor Compensation $50,000 to $100,000 per year (plus ... Since founding their Symmetry Financial Group business in July of 2016 their national agency has ...

Eliassen Group

Scrum Master

Raleigh, NC · Remote

$60 - $65/hr

Description: 100% REMOTE Our client seeks a Scrum Master to lead Agile teams delivering complex ... Lead Agile teams to deliver high-impact initiatives while ensuring alignment to financial and ...

Cherry Bekaert

CFO Advisory, Senior manager

Raleigh, NC · On-site +1

... possibly remote for the right resource) with travel for specific projects as needed. An ideal ... Ability to successfully multi-task while working independently and within a group environment

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All JobsSequoia Financial Group JobsRemote Sequoia Financial Group JobsRemote Sequoia Financial Group Jobs in Raleigh, NC

Remote Sequoia Financial Group information

See Raleigh, NC salary details

$59.3K

$117.6K

$153.1K

How much do remote sequoia financial group jobs pay per year?

As of Sep 3, 2026, the average yearly pay for remote sequoia financial group in Raleigh, NC is $117,634.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,600.00 and $134,600.00 per year, depending on experience, location, and employer.

What is a remote Sequoia Financial Group employee?

A Remote Sequoia Financial Group employee is someone who works for Sequoia Financial Group, a wealth management and financial advisory firm, from a remote location rather than at a physical office. These roles can include financial advisors, client service associates, analysts, and other support staff. Remote employees use digital tools to collaborate with teams and serve clients, allowing for flexibility in work location. This setup enables Sequoia Financial Group to attract talent from a wider geographic area and provide services to clients efficiently.

What are the key skills and qualifications needed to thrive as a remote financial advisor at Sequoia Financial Group?

To thrive as a Remote Financial Advisor at Sequoia Financial Group, you need a solid background in finance, investment strategies, and financial planning, usually supported by a relevant degree and certifications such as CFP or Series 65. Proficiency with financial planning software, CRM systems, and secure communication tools is essential for managing client portfolios remotely. Excellent interpersonal skills, self-motivation, and strong virtual communication abilities help you build trust and maintain relationships with clients online. These skills and qualities are crucial for delivering high-quality, compliant financial advice and fostering lasting client loyalty in a remote work environment.

What are some common challenges remote employees at Sequoia Financial Group may face, and how does the company help address them?

Remote employees at Sequoia Financial Group may encounter challenges such as maintaining clear communication with colleagues, staying engaged with the team, and managing work-life balance. To address these, the company typically provides robust digital collaboration tools, regular virtual meetings, and dedicated support from managers to ensure everyone feels connected. Sequoia Financial Group also encourages open feedback, offers training on remote best practices, and fosters a collaborative culture to help remote workers thrive.

What is the difference between Remote Sequoia Financial Group vs Remote Financial Advisor?

AspectRemote Sequoia Financial GroupRemote Financial Advisor
CredentialsCFP, Series 7/66, or equivalentCFP, Series 7/66, or equivalent
Work EnvironmentRemote, client-facing, team collaborationRemote, client-facing, independent or team-based
Industry UsageFinancial services, wealth managementFinancial services, wealth management

Remote Sequoia Financial Group and Remote Financial Advisor roles both require similar credentials and operate primarily in the financial services industry. While Sequoia may focus more on wealth management and client relationships, the Financial Advisor role is broader, encompassing various client financial planning services. Both positions are remote and involve client interaction, but Sequoia may emphasize team collaboration within a structured firm environment.

What are popular job titles related to Remote Sequoia Financial Group jobs in Raleigh, NC?

For Remote Sequoia Financial Group jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Remote Sequoia Financial Group jobs in Raleigh, NC look for?

The top searched job categories for Remote Sequoia Financial Group jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Remote Sequoia Financial Group jobs?

Cities near Raleigh, NC with the most Remote Sequoia Financial Group job openings:

Remote Sequoia Financial Group jobs near you

Sales Representative (Remote)

InsuraTec

Cary, NC • Remote

Full-time

Re-posted 4 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