InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
Sales Representative (Remote)
Sparks, NV · Remote
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
Sales Representative (Remote)
Sparks, NV · Remote
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
Sales Representative (Remote)
Pahrump, NV · Remote
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
Sales Representative (Remote)
Pahrump, NV · Remote
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.
Remote Customer Sales Representative
Reno, NV · Remote
$85K - $150K/yr
Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients. * Strategic Planning: Developing custom financial protection and insurance ...
Quick apply
Remote Customer Sales Representative
Reno, NV · Remote
$85K - $150K/yr
Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients. * Strategic Planning: Developing custom financial protection and insurance ...
Tax Expert - Local Branch
Reno, NV · On-site
$51K/mo
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Reno, NV · On-site
$51K/mo
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Las Vegas, NV · On-site
$51K/mo
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Las Vegas, NV · On-site
$51K/mo
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Las Vegas, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Las Vegas, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Reno, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Reno, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Henderson, NV · On-site
$51K/mo
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Henderson, NV · On-site
$51K/mo
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Expert Center (West)
Henderson, NV · On-site
$60 - $80/hr
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Expert Center (West)
Henderson, NV · On-site
$60 - $80/hr
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Tax Office
Henderson, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Tax Office
Henderson, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Tax Office
Reno, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Tax Office
Reno, NV · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Virtual Financial Planner information
See Nevada salary details
$37.7K - $48K
7% of jobs
$57K is the 25th percentile. Wages below this are outliers.
$48K - $58.2K
20% of jobs
The median wage is $67.8K / yr.
$58.2K - $68.5K
24% of jobs
$68.5K - $78.8K
9% of jobs
$78.8K - $89.1K
4% of jobs
$89.1K - $99.3K
4% of jobs
$99.3K - $109.6K
2% of jobs
$109.6K - $119.9K
0% of jobs
$122.9K is the 75th percentile. Wages above this are outliers.
$119.9K - $130.2K
12% of jobs
$130.2K - $140.4K
7% of jobs
$140.4K - $150.7K
9% of jobs
$37.7K
$88.3K
$150.7K
How much do virtual financial planner jobs pay per year?
As of Sep 7, 2026, the average yearly pay for virtual financial planner in Nevada is $88,307.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $129,300.00 per year, depending on experience, location, and employer.
What is a virtual financial planner?
A Virtual Financial Planner is a financial professional who provides financial planning and advisory services to clients remotely, typically using digital tools such as video conferencing, secure messaging, and online financial platforms. They help clients manage their finances, develop investment strategies, plan for retirement, and achieve other financial goals without requiring in-person meetings. This approach offers flexibility and convenience for both the client and the planner, making financial advice more accessible. Virtual Financial Planners can work independently or as part of larger financial firms.
How do virtual financial planners typically collaborate with clients and team members in a remote setting?
Virtual Financial Planners primarily use video conferencing, secure messaging platforms, and digital document-sharing tools to communicate with clients and colleagues. Regular virtual meetings help maintain strong client relationships and ensure that financial plans are up-to-date with clients’ changing needs. Team collaboration often involves cloud-based project management software and shared calendars to coordinate tasks, discuss strategies, and review client portfolios. While the virtual environment offers flexibility, it also requires proactive communication and excellent organizational skills to stay connected and deliver personalized service.
What are the key skills and qualifications needed to thrive as a virtual financial planner, and why are they important?
To thrive as a Virtual Financial Planner, you need strong analytical skills, financial planning knowledge, and typically a relevant degree or CFP certification. Familiarity with financial planning software, virtual meeting platforms, and secure document sharing systems is crucial. Excellent communication, trust-building, and time management skills help foster client relationships in a remote environment. These abilities ensure personalized, effective financial guidance and client retention in an increasingly digital financial sector.
What is the difference between Virtual Financial Planner vs Financial Advisor?
| Aspect | Virtual Financial Planner | Financial Advisor |
|---|---|---|
| Credentials | CFP, ChFC, or similar certifications | CFP, ChFC, or similar certifications |
| Work Environment | Remote/online consultations | In-person or remote meetings |
| Industry Usage | Primarily online/virtual services | Both in-person and virtual services |
| Primary Focus | Financial planning and strategy | Financial planning, investment advice, and wealth management |
Both Virtual Financial Planners and Financial Advisors hold similar credentials and often serve overlapping client needs. The key difference lies in their typical work environment, with Virtual Financial Planners primarily offering remote, online services, whereas Financial Advisors may work in person or virtually. Understanding these distinctions helps clients choose the right professional for their financial goals.
What are the most commonly searched types of Financial Planner jobs in Nevada?
The most popular types of Financial Planner jobs in Nevada are:
What are popular job titles related to Virtual Financial Planner jobs in Nevada?
For Virtual Financial Planner jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Planner jobs in Nevada look for?
The top searched job categories for Virtual Financial Planner jobs in Nevada are:
What cities in Nevada are hiring for Virtual Financial Planner jobs?
Cities in Nevada with the most Virtual Financial Planner job openings:
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.
About InsuraTec
Sourced by ZipRecruiter
Industry
Marketing
Company size
11 - 50 Employees
Headquarters location
Yulee, FL, US
Year founded
2021