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Series 65 Remote Jobs in Indiana (NOW HIRING)

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Series 65 Remote information

What is a Series 65 remote job?

A Series 65 remote job refers to a position for an investment adviser representative who holds the Series 65 license and works remotely, rather than in a traditional office setting. The Series 65 license, issued by FINRA, qualifies individuals to provide investment advice and manage client portfolios. Remote Series 65 jobs typically involve advising clients, managing investments, and complying with regulatory requirements, all from a home office or other remote location. These roles are ideal for those who prefer flexible work arrangements while leveraging their financial expertise.

What are the key skills and qualifications needed to thrive as a Series 65 remote investment adviser, and why are they important?

To excel as a Series 65 Remote Investment Adviser, you need a deep understanding of investment principles, financial planning, and must hold the Series 65 license. Familiarity with portfolio management software, CRM systems, and financial analysis tools is typically required. Outstanding communication, self-motivation, and the ability to build trust remotely are crucial soft skills. These abilities ensure effective client relationships, regulatory compliance, and successful delivery of investment advice in a remote work environment.

What are some common challenges faced by Series 65-licensed professionals working remotely, and how can they be addressed?

Series 65-licensed professionals working remotely often face challenges such as staying up-to-date with regulatory changes, managing client relationships virtually, and maintaining effective communication with their teams. To address these, it's important to leverage secure digital platforms for client interactions, participate in regular virtual meetings with colleagues, and set aside time for ongoing professional development. Building a structured daily routine and utilizing compliance tools can also help ensure all regulatory requirements are met while working independently.

What is the difference between Series 65 Remote vs Series 66 Remote?

AspectSeries 65 RemoteSeries 66 Remote
Required CredentialsSeries 65 licenseSeries 66 license (often combined with Series 7)
Work EnvironmentRemote financial advisor or investment advisor representativeRemote financial advisor or investment advisor representative
Industry UsageUsed by investment advisors and RIAsUsed by investment advisors, RIAs, and broker-dealers

The Series 65 Remote license qualifies individuals as investment advisor representatives, focusing on advising clients and managing portfolios. The Series 66 Remote license combines the Series 65 and Series 63, allowing individuals to act as both investment advisor representatives and securities agents. While both licenses enable remote work in the financial industry, the Series 66 is often preferred for those who want broader authority and flexibility in client interactions.

What jobs can you do with Series 65?

A Series 65 license qualifies individuals to work as investment adviser representatives, financial planners, or wealth managers. These roles involve providing financial advice, managing client portfolios, and offering investment strategies, often requiring strong knowledge of securities, regulations, and client needs. The license allows professionals to operate independently or within financial firms, typically in a client-facing, advisory environment.

What are the most commonly searched types of Series 65 jobs in Indiana?

The most popular types of Series 65 jobs in Indiana are:

What are popular job titles related to Series 65 Remote jobs in Indiana?

For Series 65 Remote jobs in Indiana, the most frequently searched job titles are:

What cities in Indiana are hiring for Series 65 Remote jobs?

Cities in Indiana with the most Series 65 Remote job openings:

Licensed Customer Service Representative

State Farm

Indianapolis, IN • On-site, Remote

$45/hr

Full-time, Contractor

Medical, Life, Retirement, PTO

Re-posted 8 days ago


Key responsibilities

  • Manage inbound and outbound calls to address customer inquiries and concerns.

  • Provide accurate information regarding products and services while maintaining high standards of phone etiquette.

  • Assist customers with troubleshooting issues and provide effective solutions.


State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,564 frontline employees who took The Breakroom Quiz

241st of 315 rated insurance


Job description

State Farm agency experience is preferred, and overall compensation will be based on overall experience in the insurance field. You must have and active insurance license or obtain licensing in Property and Casualty to be considered for the role.
We are looking for Licensed Insurance Sales and Customer Service professionals to take care of our current customers in a service capacity. You must love people and be able to solve problems quickly!
If you are a motivated self-starter then this is your opportunity for a rewarding career with excellent income and growth potential. As a Customer Relations Representative, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit.
You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We have available positions in both Sales and Service roles.
We are an elite team of 15 amazing insurance professionals, serving clients across IN, IL and OH, between two offices. We have been nationally ranked in the top 1% of all Agents nationwide and have achieved the highest rankings the Company offers 3 years in a row across multiple product lines. We foster an open, supportive, achievement-oriented culture where team members can thrive and feel valued.
Benefits package:
  • Includes a monthly bonus plan, 401k plus match, ability to earn a paid trip for you plus one, flexible schedule, paid time off, insurance stipend, training & development, opportunities for advancement, PTO, Team Contests and so much more! Health Benefits are available.
  • Fun, positivity-forward work culture. We enjoy helping people, and it shows!
  • Office outings several times per year, including office lunches, etc.
  • Our agency is also deeply rooted in the community, partnering with select nonprofits and hosting financial wellness workshops. We are proud of our award-winning office culture-one that emphasizes growth, positive team chemistry, and high expectations.

Responsibilities:
  • Manage inbound and outbound calls to address customer inquiries and concerns.
  • Provide accurate information regarding products and services while maintaining high standards of phone etiquette.
  • Perform data entry tasks to update customer records and track interactions.
  • Analyze customer feedback and provide insights for service improvement.
  • Assist customers with troubleshooting issues and provide effective solutions.
  • Collaborate with team members to enhance overall customer satisfaction.
  • Maintain a professional demeanor while handling challenging situations.

Requirements
Requirements:
  • Position open to U.S. Residents only
  • Property & Casualty required. Life and Health also preferred.
  • State Farm experience preferred, insurance experience is a bonus.
  • Must be able to solve problems quickly and be good with basic computer functions as this role has a lot of note taking!
  • Must have access to fast and reliable internet service.
  • Must be comfortable working in the Eastern Time Zone.
  • Excellent communication skills - written, verbal and listening
  • Self-motivated
  • Ability to multi-task
  • Ability to effectively relate to a customer
  • Ability to work in a fast-paced, team friendly environment
  • Must have the ability to carry out daily responsibilities without supervision
  • Dedicated to customer service
  • Able to effectively relate to a customer, answer their questions, and anticipate their needs.
  • Excellent communication skills to assist customers and coordinate with other agency team members

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Salary Description
$45-65,000/year average

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