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Virtual Financial Group Jobs in Ohio (NOW HIRING)

Group Underwriter Senior

Cincinnati, OH · On-site

$76K - $126K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Prior experience in underwriting, risk analysis, financial analysis, and or mathematics strongly ...

Entry Level Sales

Toledo, OH · On-site +1

$30K - $160K/yr

Run virtual appointments via Zoom * Follow a simple, proven sales system * Plug into ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Entry Level Sales

Cincinnati, OH · On-site +1

$30K - $160K/yr

Run virtual appointments via Zoom * Follow a simple, proven sales system * Plug into ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Group Underwriter Senior

Mason, OH · On-site

$76K - $126K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Prior experience in underwriting, risk analysis, financial analysis, and or mathematics strongly ...

Entry Level Sales

Dayton, OH · On-site +1

$30K - $160K/yr

Run virtual appointments via Zoom * Follow a simple, proven sales system * Plug into ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Entry Level Sales

Cleveland, OH · On-site +1

$30K - $160K/yr

Run virtual appointments via Zoom * Follow a simple, proven sales system * Plug into ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

$58K - $93K/yr

Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Communicates with leadership and participates in regular individual and group supervision, sharing ...

Showing results 41-60

Virtual Financial Group information

What is the difference between Virtual Financial Group vs Financial Advisor?

AspectVirtual Financial GroupFinancial Advisor
CredentialsTypically requires licensing such as Series 6, Series 7, or insurance licensesOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentPrimarily remote, independent contractor modelCan be in-office or remote, client-facing
Industry UsageUsed by network marketing companies offering financial productsIndependent or employed professionals providing financial planning
Common Search/ComparisonYesYes

Virtual Financial Group is a network marketing company that offers financial products through independent representatives, often requiring licensing. Financial Advisors are licensed professionals providing personalized financial planning and investment advice. While both roles involve financial services, Virtual Financial Group focuses on product distribution via a remote, independent model, whereas Financial Advisors typically work directly with clients in a more traditional setting.

What is a Virtual Financial Group?

A Virtual Financial Group is a team or organization of financial professionals who operate primarily online, providing services such as financial planning, investment advice, and insurance solutions to clients remotely. These groups leverage digital tools and virtual communication platforms to interact with clients, allowing for flexible, accessible, and often cost-effective financial services. Members of a Virtual Financial Group may include financial advisors, planners, and other specialists who collaborate to meet clients' financial needs. This model is especially popular with clients who prefer online or remote services rather than traditional, in-person meetings.

What are the key skills and qualifications needed to thrive as a Virtual Financial Advisor?

To thrive as a Virtual Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a bachelor's degree and certifications like CFP or Series 7. Familiarity with financial planning software, CRM systems, and secure virtual meeting platforms is typically required. Strong communication, relationship-building, and time management skills help set outstanding advisors apart in a remote environment. These competencies are vital for delivering effective, compliant financial advice and building trust with clients virtually.

How does a Virtual Financial Group professional typically collaborate with clients and team members in a remote environment?

Virtual Financial Group professionals primarily interact with clients and colleagues through digital communication platforms such as video conferencing, secure messaging, and cloud-based document sharing. This structure requires excellent communication skills and the ability to build trust remotely. Regular virtual meetings, digital collaboration tools, and proactive updates are essential for staying connected with both clients and team members. Emphasizing organization and responsiveness helps ensure smooth workflows and high-quality service, despite the lack of in-person interactions.

What cities in Ohio are hiring for Virtual Financial Group jobs?

Cities in Ohio with the most Virtual Financial Group job openings:

Infographic showing various Virtual Financial Group job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Group Underwriter Senior

Elevance Health

Cincinnati, OH • On-site

$76K - $126K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago


Elevance Health rating

7.7

Company rating: 7.7 out of 10

Based on 351 frontline employees who took The Breakroom Quiz

204th of 308 rated insurance


Job description

Group Underwriter Senior

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Group Underwriter Senior will be responsible for determining acceptability of insurance risks and appropriate premium rates for large, complex renewal and prospect employer groups in accordance with Corporate Underwriting Guidelines and Authority Limits.
How you will make an impact:

  • Calculates renewal rates for complex group cases based on thorough analysis of the group's experience, industry, location, size, and demographic nature.
  • Coordinates with other departments to ensure the accuracy and consistency of account reporting.
  • Proposes rates and terms for group prospects, utilizing a combination of other carrier experience, demographic data and manual rates.
  • Prepares or supervises the preparation of annual settlements, ERISA reports, rate projections, or benefit change increments or decrement.
  • Communicates with sales, administration and claims to assess the rating and administrative impact or benefit and plan changes.


Minimum Requirements: Requires a BA/BS in a related field; Minimum 4 years of related experience; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities and Experiences:

  • CPCU, CLU, LOMA, HIAA or other insurance related courses preferred.
  • CPCU, CLU, LOMA, HIAA, PAHM or other insurance related courses preferred.
  • Demonstrated proficiency in Microsoft Excel, including developing PivotTables, performing lookup functions (VLOOKUP, XLOOKUP, INDEX/MATCH), and utilizing formulas to support data analysis and reporting.
  • Prior experience in underwriting, risk analysis, financial analysis, and or mathematics strongly preferred.

For candidates working in person or virtually in the below locations, the salary* range for this specific position is $76,800 to $126,720.

Location(s): Illinois; Minnesota; Virginia

In addition to your salary, Elevance Health offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education, and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


What Elevance Health employees say

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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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