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Work From Home Cuso Financial Services Jobs (NOW HIRING)

AO Globe Life

Work From Home Financial Services

Chicago, IL · On-site +1

$90K - $119K/yr

... and services. What to expect from this opportunity: * 100% remote. * Engage in impactful work by assisting members and their families in achieving financial security. * Extensive training and ...

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Work From Home Cuso Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do work from home cuso financial services jobs pay per year?

As of Sep 3, 2026, the average yearly pay for work from home cuso financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is a work from home CUSO Financial Services representative?

Work From Home CUSO Financial Services jobs are remote positions with CUSO Financial Services, a company that partners with credit unions to provide investment and insurance services. Employees in these roles typically assist clients with financial planning, investments, and account management—all from a home office. These jobs can include financial advisor, client support, or administrative roles, and require strong communication skills and knowledge of financial products. Working from home offers flexibility while still serving the needs of credit union members.

What are the key skills and qualifications needed to thrive as a work from home CUSO Financial Services representative?

To excel in a Work From Home Cuso Financial Services Representative role, you need a strong understanding of financial products, customer service experience, and relevant industry certifications such as Series 6 or 7. Familiarity with CRM systems, financial planning software, and secure communication tools is typically required. Outstanding interpersonal communication, self-motivation, and problem-solving skills distinguish top performers in this position. These skills and qualifications are crucial for building client trust, maintaining compliance, and delivering high-quality financial guidance remotely.

How does working remotely for CUSO Financial Services impact collaboration with team members and clients?

Working from home with CUSO Financial Services often means using digital communication tools like video conferencing, instant messaging, and secure document sharing to stay connected with colleagues and clients. While remote work offers flexibility, it also requires proactive communication to ensure seamless collaboration, especially when supporting financial advisors or clients across different locations. Regular virtual meetings, clear documentation, and timely responses are essential for maintaining strong relationships and delivering excellent service in this remote environment.

What is the difference between Work From Home Cuso Financial Services vs Work From Home Financial Advisor?

AspectWork From Home Cuso Financial ServicesWork From Home Financial Advisor
CredentialsLicenses such as Series 7, Series 66, or 63; CFP certification often preferredSeries 7, Series 66, or 63 licenses; CFP certification highly valued
Work EnvironmentRemote, flexible hours, often part of a larger financial services firmRemote or hybrid, client-facing, often self-employed or with a firm
Employer & Industry UsageFinancial services companies, broker-dealers, or credit unionsIndependent or firm-affiliated, providing financial planning and investment advice

Both roles involve providing financial guidance remotely, requiring similar licenses and certifications. However, Cuso Financial Services typically refers to a company-based role within a larger organization, while a Financial Advisor may operate independently or within a firm, focusing more on personalized client relationships.

More about Work From Home Cuso Financial Services jobs

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Cities with the most Work From Home Cuso Financial Services job openings:

What states have the most Work From Home Cuso Financial Services jobs?

States with the most job openings for Work From Home Cuso Financial Services jobs include:

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Work From Home Cuso Financial Services jobs near you
Infographic showing various Work From Home Cuso Financial Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Work From Home Financial Services

AO Globe Life

Chicago, IL • On-site, Remote

$90K - $119K/yr

Full-time

Medical

Posted 9 days ago

Job description

This position is a natural fit for leaders, entrepreneurs, and high achievers eager to jumpstart their sales career with a fast-paced, stable, and internationally growing Company. In addition to industry-leading online training, we provide daily coaching and mentorship with resources available online across all devices. This allows sales professionals from any industry to present our products with confidence. To succeed in this role you need to have top-of-the-line communication skills to work with clients across all our Markets.
AO Globe Life helps each family with their specific situation and insurance needs. We offer life, supplemental health, and accident insurance to individuals, families, members of labor unions, credit unions, as well as associations. Our agents are ready to answer any questions potential policyholders have that will help them through the insurance decision-making process because we want them to feel comfortable and confident with every policy they buy. AO Globe Life also has many great career opportunities for those looking for growth potential and a chance to give back.
Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Schedule appointments, identify customer needs, and market appropriate products and services.

What to expect from this opportunity:
  • 100% remote.
  • Engage in impactful work by assisting members and their families in achieving financial security.
  • Extensive training and continuous support to excel in your position.
  • Competitive pay structure with unlimited earning potential, with weekly paychecks.
  • Reimbursement for medical insurance premiums.
  • All leads are provided warm, ensuring a smooth start.
  • No overhead costs to manage.
  • Participate in performance incentive programs.
  • Join OPEIU Local 277, which offers union representation and a contract.
  • Be part of a stable organization with a 70-year history focused on member satisfaction.

Requirements
  • Excellent communication skills - written, verbal, and listening
  • People-oriented
  • Detail oriented
  • Proactive in problem-solving
  • Able to learn computer functions
  • Ability to work in a team environment & independently

Apply