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Virtual Financial Group Jobs in Santa Rosa, CA (NOW HIRING)

AMBA

Benefits Representative

Santa Rosa, CA

Help protect the financial security and peace of mind of retirees who spent their careers serving ... Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations.

AMBA

Benefits Representative

Santa Rosa, CA

$90K/yr

Help protect the financial security and peace of mind of retirees who spent their careers serving ... Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations.

U-Haul

U-Haul Moving Center General Manager

Santa Rosa, CA · On-site

$6.7K - $6.8K/mo

Virtual doctor visits * Career stability * Opportunities for advancement * Valuable on-the-job ... Critical illness/group accident coverage * 24-hour physician available for kids * MetLaw Legal ...

RTX

Master Data Planner (Onsite)

El Verano, CA

$181K/yr

The Master Data Planner will also coordinate and communicate with Site Operations Finance team if ... Doctor on Demand, virtual doctor visits * Bright Horizons, child and elder care services * Teladoc ...

Collins Aerospace

Master Data Planner (Onsite)

El Verano, CA · On-site

$95K - $181K/yr

The Master Data Planner will also coordinate and communicate with Site Operations Finance team if ... Doctor on Demand, virtual doctor visits * Bright Horizons, child and elder care services * Teladoc ...

U-Haul

Assistant Moving Center Manager

Santa Rosa, CA · On-site

$19.75 - $21.75/hr

Virtual doctor visits * Career stability * Opportunities for advancement * Valuable on-the-job ... Critical illness/group accident coverage * 24-hour physician available for kids * MetLaw Legal ...

U-Haul

Assistant Moving Center Manager

Santa Rosa, CA · On-site

$19.75 - $21.75/hr

Virtual doctor visits * Career stability * Opportunities for advancement * Valuable on-the-job ... Critical illness/group accident coverage * 24-hour physician available for kids * MetLaw Legal ...

U-Haul

Area Field Manager

Santa Rosa, CA

$6.0K - $6.3K/mo

Virtual doctor visits * Career stability * Opportunities for advancement * Valuable on-the-job ... Critical illness/group accident coverage * 24-hour physician available for kids * MetLaw Legal ...

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All JobsFinancial Group JobsVirtual Financial Group JobsVirtual Financial Group Jobs in Santa Rosa, CA

Virtual Financial Group information

See Santa Rosa, CA salary details

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How much do virtual financial group jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for virtual financial group in Santa Rosa, CA is $26.68, according to ZipRecruiter salary data. Most workers in this role earn between $22.36 and $29.95 per hour, depending on experience, location, and employer.

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 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 cities near Santa Rosa, CA are hiring for Virtual Financial Group jobs?

Cities near Santa Rosa, CA with the most Virtual Financial Group job openings:

Virtual Financial Group jobs near you
Infographic showing various Virtual Financial Group job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $55,485 per year, or $26.7 per hour.

Benefits Representative

AMBA

Santa Rosa, CA

Full-time, Contractor

Retirement

Re-posted 17 days ago

Job description

Insurance Benefits Representative (1099 Independent Contractor)
Location: California (statewide, any city)
Compensation: Commission plus bonuses
Schedule: Self-managed with full-time effort required for success
 
About AMBA
For more than 65 years, AMBA has served retired public servants by providing access to supplemental insurance benefits not typically included in traditional retirement plans. We partner with more than 450 associations across all 50 states and Canada, representing over 44 million members, including educators, first responders, veterans, healthcare workers, and trade professionals.
 
In California, AMBA is the exclusive endorsed provider for the California Retired Teachers Association and the Retired Public Employees Association of California, giving direct access to their members and communities. 
Why Partner with AMBA
  • Proven Systems: Build your business using established sales processes, strong carrier relationships, and a trusted national brand.
  • Leads You Can Count On: Receive no-cost leads through exclusive association endorsements. Success in this role requires consistent outbound calling, follow-up, and persistence.
  • Purpose-Driven Work: Help protect the financial security and peace of mind of retirees who spent their careers serving others.
  • Entrepreneurial Independence: You manage your own schedule and daily activities. A consistent full-time effort is essential to generate income and long-term success.
  • Comprehensive Support: Access to licensing guidance, structured onboarding resources, self-branded marketing materials, product education, sales coaching, and business planning tools to support independent agents at every stage of growth.
What You Will Do
  • Meet virtually or in person with association members to assess needs and recommend appropriate supplemental insurance solutions.
  • Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations.
  • Utilize a consultative sales approach to assist retirees in protecting their health, income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
  • Participate in ongoing training, mentorship, and business planning to continuously improve performance and results.
Who Thrives in This Role
This opportunity may be a strong fit if you have:
  • An entrepreneurial mindset and a self-starter approach
  • Comfort with phone-based outreach, follow-up, and virtual appointments
  • Strong communication and relationship-building skills
  • A commitment to providing ethical, high-quality service
  • A Life and Health insurance license or willingness to obtain one prior to onboarding
  • Motivation to grow income through a performance-based compensation model
Compensation and Support
  • Performance-based commissions with advanced payouts and lifetime vesting
  • No income cap. Typical first-year earnings range from $65,000 to $80,000 for agents who maintain consistent activity, with top agents earning $90,000 or more in year one
  • Monthly performance bonuses and travel incentives
  • Ongoing onboarding, sales training, and mentorship
  • Access to experienced local leadership, a dedicated Sales Support team, and onboarding specialists focused on your success
Ready to Take the Next Step
Apply today to explore a partnership with AMBA and build a purpose-driven insurance business serving retirees who rely on trusted guidance.