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Virtual Remote Financial Planning Jobs in Michigan

Job Title Financial Specialist, Personal Lines Insurance FP&A - Remote Requisition Number R7946 Financial Specialist, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

Senior Financial Analyst, Remote

Novi, MI · On-site +1

$80K - $99K/yr

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget ... remote-first culture - you've come to the right place. What Does This Mean for You? At Aledade PBC ...

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Virtual Remote Financial Planning information

What is the difference between Virtual Remote Financial Planning vs Virtual Remote Financial Advisor?

AspectVirtual Remote Financial PlanningVirtual Remote Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote, client meetings via video, financial planning softwareRemote, client meetings via video, investment management
Employer & Industry UsageFinancial planning firms, independent plannersFinancial advisory firms, wealth management companies

Both roles typically require similar credentials and operate remotely, focusing on client financial services. Financial planners often develop comprehensive plans, while financial advisors may focus more on investment management and ongoing advice. The distinction can vary by employer, but both roles serve clients in a virtual environment.

What are popular job titles related to Virtual Remote Financial Planning jobs in Michigan?

For Virtual Remote Financial Planning jobs in Michigan, the most frequently searched job titles are:

What cities in Michigan are hiring for Virtual Remote Financial Planning jobs?

Cities in Michigan with the most Virtual Remote Financial Planning job openings:

Virtual Remote Benefits & Sales Consultant

Zuzick Organization of Globe Life

Flint, MI • Remote

Full-time

Posted 25 days ago


Globe Life Insurance rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance


Job description

NOW HIRING – REMOTE

The Zuzick Organization of Globe Life: American Income Division, is seeking motivated individuals to join our growing team in New England. We specialize in helping working families protect their financial future through supplemental benefits.

Recognized as one of New England’s Best Places to Work in 2024 and ranked #1 in our category since 2020, we take pride in developing our team from within and providing long-term career growth opportunities.

Globe Life is one of the largest benefits providers in the U.S., serving over 18 million policyholders and managing more than $227 billion in coverage.

This is a remote, virtual sales role where you will meet with clients via Zoom, assess their needs, and recommend appropriate benefit solutions.

This position is performance-based with uncapped earning potential.

Responsibilities

Connect with prospective clients via phone and virtual meetings

Educate clients on benefit options and coverage

Build and maintain client relationships

Follow up on leads and manage your pipeline


What Globe Life Insurance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Globe Life logo

About Globe Life

Sourced by ZipRecruiter

Our Actions Today have a lasting impact on Tomorrow. Therefore, We aim to inspire everyone in our network to help Make Tomorrow Better. At Globe Life, We empower our Customers by offering products that help secure their Financial Future and Protect them from the unexpected. We give our Employees the chance to give back, Support Initiatives with a Service First Mindset, and Promote from within.

Industry

Insurance services and insurance agencies and brokerages

Company size

1,001 - 5,000 Employees

Headquarters location

McKinney, TX, US