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Series 65 Remote Jobs in Roxboro, NC (NOW HIRING)

All JobsSeries 65 JobsSeries 65 Remote JobsSeries 65 Remote Jobs in Roxboro, NC

Series 65 Remote information

See Roxboro, NC salary details

$9

$24

$40

How much do series 65 remote jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for series 65 remote in Roxboro, NC is $24.35, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $25.82 per hour, depending on experience, location, and employer.

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 popular job titles related to Series 65 Remote jobs in Roxboro, NC?

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

What job categories do people searching Series 65 Remote jobs in Roxboro, NC look for?

The top searched job categories for Series 65 Remote jobs in Roxboro, NC are:

What cities near Roxboro, NC are hiring for Series 65 Remote jobs?

Cities near Roxboro, NC with the most Series 65 Remote job openings:

Series 65 Remote jobs near you
Infographic showing various Series 65 Remote job openings in Roxboro, NC as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $50,656 per year, or $24.4 per hour.

Remote Customer Service Representative (Benefits Advisor)

Globe Life American Income Division

Durham, NC • On-site, Remote

$15.50 - $21/hr

Full-time

Medical, Life

Posted 2 days ago

New

Job description

Remote Customer Service Representative (Benefits Advisor)
Company: AO (American Income Division)
Location: Virginia Beach, VA 23452
Work Arrangement: 100% Remote (U.S. Residents Only)Build Your Future with AO100% Remote | Flexible Schedule | Leadership Development
Are you looking for more than just a job? Do you want a career where you can grow professionally, work from home, and make a meaningful impact?
AO is seeking motivated, service-oriented individuals to join our team as a Remote Customer Service Representative (Benefits Advisor). In this role, you'll work directly with clients who have requested information regarding their supplemental benefits, helping them understand available coverage options while providing outstanding customer service through virtual appointments.
This opportunity is ideal for professionals who enjoy helping others, building relationships, solving problems, and developing leadership skills within a supportive, mentorship-driven organization.
Whether you're beginning your career or bringing experience from customer service, healthcare, retail, hospitality, education, banking, sales, or client support, we'll provide the comprehensive training, mentorship, and leadership development needed to help you succeed.
No prior insurance experience is required.About AO
For more than 70 years, AO has proudly served working families by providing supplemental life, accident, and health benefits to members of labor unions, credit unions, associations, and their families.
As part of the Globe Life family of companies, AO is committed to helping families protect their financial future while investing in the long-term success of our representatives through mentorship, professional development, and performance-based advancement.
Our fully remote work environment promotes collaboration, continuous learning, and career growth without the limitations of a traditional office.What You'll Do
As a Remote Customer Service Representative (Benefits Advisor), you'll connect with clients who have requested information regarding their benefits and coverage options.Client Responsibilities
  • Meet with clients virtually through Zoom and scheduled phone appointments
  • Answer questions regarding available benefits and supplemental coverage options
  • Explain products and services clearly, professionally, and accurately
  • Assist clients with applications, enrollment, and policy updates
  • Provide ongoing customer support and follow-up communication
  • Build strong, long-term client relationships
  • Maintain accurate electronic client records and documentation
  • Help working families understand the financial protection benefits available to them
  • Deliver exceptional customer service throughout every client interaction
Professional Development
  • Participate in structured virtual training and coaching
  • Develop communication, leadership, and customer service skills
  • Learn industry products, systems, and best practices
  • Collaborate with team members in a fully remote environment
  • Continue growing through mentorship and leadership development programs
What We Offer100% Remote Work
  • Work remotely from anywhere within the United States
  • Flexible scheduling after training
  • No commuting
  • Modern virtual work environment
Leadership Development
  • Comprehensive onboarding and training
  • Executive-level mentorship
  • Weekly coaching and professional development
  • Leadership training programs
  • Promotion-from-within culture
Weekly Pay & Performance Incentives
  • Weekly performance-based compensation
  • Performance bonuses
  • Leadership recognition opportunities
  • Career advancement based on performance
Benefits
Eligible representatives may have access to:
  • Medical reimbursement program
  • Company-supported life insurance
  • Residual income opportunities
  • Union-supported work environment
  • Leadership conferences and professional development events
  • Advanced virtual technology and collaboration tools
Qualifications
Successful candidates typically demonstrate:
  • Excellent communication and interpersonal skills
  • Strong customer service abilities
  • Positive attitude and willingness to learn
  • Self-motivation and accountability
  • Strong organizational and time-management skills
  • Ability to work independently while collaborating remotely
  • Professionalism and integrity
  • Adaptability and a growth-oriented mindset
  • Commitment to delivering exceptional client service
Helpful Experience (Not Required)
Experience in any of the following areas is beneficial:
  • Customer Service
  • Customer Support
  • Client Relations
  • Sales
  • Healthcare
  • Retail
  • Hospitality
  • Education
  • Administrative Support
  • Call Center Operations

No insurance experience is required. We provide comprehensive training and mentorship for motivated individuals who are ready to build a rewarding long-term career.Requirements
Applicants must:
  • Be at least 18 years of age
  • Be legally authorized to work in the United States
  • Be physically located within the United States
  • Have access to a computer or laptop
  • Maintain reliable high-speed internet
  • Have webcam and microphone capability
  • Maintain a quiet, professional workspace
Interview Process
Qualified candidates will complete a brief career overview before scheduling a live Zoom interview with our hiring team.
All interviews are conducted virtually through Zoom for convenience and accessibility.Ready to Build Your Future?
If you're looking for a remote career where flexibility, mentorship, professional growth, and meaningful work come together, we'd love to hear from you.
Apply today and begin building a rewarding future with AO while helping working families protect what matters most.Work From Home. Grow with Purpose. Lead with Confidence. 🚀

Apply