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Work From Home Mutual Fund Transfer Agent Jobs (NOW HIRING)

Gibbons Group

Work From Home

Albuquerque, NM · On-site +1

$99K - $128K/yr

You will become your own boss in this expanding market and can work FULL TIME OR PART TIME. We ... Mutual of Omaha, Transamerica, Foresters Financial etc. Only a small handful of companies offer ...

Gibbons Group

Work From Home

Browns Summit, NC · On-site +1

$92K - $120K/yr

You will become your own boss in this expanding market and can work FULL TIME OR PART TIME. We ... Mutual of Omaha, Transamerica, Foresters Financial etc. Only a small handful of companies offer ...

Gibbons Group

Work From Home!

Lincoln, NE · On-site +1

You will become your own boss in this expanding market and can work FULL TIME OR PART TIME. We ... Mutual of Omaha, Transamerica, Foresters Financial etc. Only a small handful of companies offer ...

Pitch Health Solutions

Transfer Agent

Sedona, AZ · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Des Moines, IA · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Tulsa, OK · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Tupelo, MS · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Philadelphia, PA · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Aurora, IL · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions LLC

Transfer Agent

Charleston, SC · On-site +1

$25/hr

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Jacksonville, FL · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Harrisburg, PA · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

Pitch Health Solutions

Transfer Agent

Atlanta, GA · Remote

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and ... Ability to work your full shift consistently. Please give us a call on our job hotline 1 833 532 ...

The Jernigan Agency

WORK FROM HOME

Hartford, CT · On-site +1

Occasional travel for work for in-person conferences. If you are not currently licensed but have a desire to learn this business, we will help guide you in that process. Sales * Call on our lead ...

The Jernigan Agency

WORK FROM HOME

Springfield, MA · On-site +1

$300 - $500/wk

We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...

The Jernigan Agency

WORK FROM HOME

Wichita, KS · On-site +1

$300 - $500/wk

We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...

The Jernigan Agency

WORK FROM HOME

Saint Paul, MN · On-site +1

$300 - $500/wk

We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income ...

Pitch Health Solutions

Health Insurance Agent

Durham, NC · Remote

$18 - $20/hr

Your Path With Us Step 1: Start of Employment (Transfer Agent Role) Start your journey with a paid ... Includes a 1-hour lunch break * 100% Remote: Work from anywhere nationwide * Hands-on coaching ...

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Work From Home Mutual Fund Transfer Agent information

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How much do work from home mutual fund transfer agent jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for work from home mutual fund transfer agent in the United States is $16.10, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $17.31 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a work from home mutual fund transfer agent?

To thrive as a Work From Home Mutual Fund Transfer Agent, you generally need a background in finance or business administration, strong attention to detail, and a good understanding of mutual fund operations. Familiarity with transfer agency software, financial databases, and compliance systems is typically required, along with any relevant industry certifications. Excellent communication, organizational skills, and the ability to work independently stand out in this remote role. These skills ensure accurate transaction processing, regulatory compliance, and effective client service in a virtual environment.

What is the difference between Work From Home Mutual Fund Transfer Agent vs Work From Home Mutual Fund Customer Service Representative?

AspectWork From Home Mutual Fund Transfer AgentWork From Home Mutual Fund Customer Service Representative
Required CredentialsTypically securities or finance certifications, basic computer skillsCustomer service experience, communication skills, basic financial knowledge
Work EnvironmentData entry, processing transactions, secure systemsHandling client inquiries, providing information, resolving issues
Employer & Industry UsageFinancial institutions, mutual fund companiesFinancial service providers, mutual fund firms

While both roles support mutual fund operations remotely, the Transfer Agent focuses on transaction processing and record-keeping, requiring specific financial certifications. The Customer Service Representative handles client interactions and inquiries, emphasizing communication skills. Both roles are essential in the mutual fund industry and often share similar work environments.

What is a work from home mutual fund transfer agent?

Work From Home Mutual Fund Transfer Agents are professionals who process mutual fund transactions, such as purchases, redemptions, transfers, and account updates, for clients and investors. They typically work remotely, using secure online platforms to manage records, respond to client inquiries, and ensure compliance with regulatory standards. These agents serve as a bridge between mutual fund companies and investors, helping maintain accurate records and providing customer service, all from a home office setup.

What does a work from home mutual fund transfer agent do?

As a Work From Home Mutual Fund Transfer Agent, your daily tasks generally include processing mutual fund transactions, verifying account information, and ensuring compliance with financial regulations. You will regularly communicate with clients to address inquiries, resolve discrepancies, and provide updates on account status. Collaboration with team members and supervisors takes place virtually, often using secure communication platforms and workflow software. Attention to detail and strong organizational skills are essential, as the role involves handling sensitive financial data and adhering to strict deadlines.
More about Work From Home Mutual Fund Transfer Agent jobs
What cities are hiring for Work From Home Mutual Fund Transfer Agent jobs? Cities with the most Work From Home Mutual Fund Transfer Agent job openings:
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What job categories do people searching Work From Home Mutual Fund Transfer Agent jobs look for? The top searched job categories for Work From Home Mutual Fund Transfer Agent jobs are:
Work From Home Mutual Fund Transfer Agent jobs near you
Infographic showing various Work From Home Mutual Fund Transfer Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $33,480 per year, or $16.1 per hour.

Work From Home

Gibbons Group

Albuquerque, NM • On-site, Remote

$99K - $128K/yr

Other

Life

Re-posted 20 days ago

Job description

The Gibbons Group is seeking a driven and coachable individual! You will become your own boss in this expanding market and can work FULL TIME OR PART TIME.
We train agents to distribute our Living Benefits Life Insurance in their local communities. This is a revolutionary type of life insurance that offers access to death benefits without having to die.
What's in it for you?
  • This is a 100% commission-based business so there is NO CAP on your income
  • We have the platform (coaching, training and support) in place
  • You are IN CONTROL of your income and raises every 2 months based on production
  • Free Pre Licensing life insurance course
  • Remote work
  • We already have the platform (coaching, training and support) in place
  • Zoom Training Calls 3x a week
  • Training website for new agents
  • In Person Training Bootcamps
  • Direct Mentorship and Training from a Top Manager

What we do:
  • We offer a revolutionary type of life insurance called living benefit life insurance that offers access to your death benefit without having to die. This new type of life insurance is the industries best kept secret.
  • We train people to distribute this product in their local communities. We have exclusive, highly qualified, direct mail leads available to all agents who wish to participate in our lead program. NO COLD calling necessary. No limits on lead distribution. We can also train you to sell this product without using the lead program.
  • Out of the 800+ insurance carriers in America, we work exclusively with the few top rated carriers that offer the living benefit products such as Mutual of Omaha, Transamerica, Foresters Financial etc. Only a small handful of companies offer these products and we partner with most of them. This puts us in a uniquely competitive position and affords our agents the ability to close deals with ease. No need to be pushy. Best of all, these products are offered at the same rate or less than regular life insurance!

Qualifications:
  • Must have or be willing to obtain life insurance license (Discounted pre-licensing course $200 value)
  • Be personable and have a willingness to serve your clients
  • Be willing to utilize our system
  • Reliable vehicle

Apply