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From Home Financial Software Sales Jobs (NOW HIRING)

AOGarcia

Work From Home - Enrollment Specialist

Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you ...

AOGarcia

Work From Home - Enrollment Specialist

Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you ...

AOGarcia

Work From Home - Enrollment Specialist

Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you ...

AOGarcia

Work From Home - Enrollment Specialist

Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you ...

ABB

Global Welding Software Sales Manager

Dallas, NC · Hybrid

Drive software business development byidentifying, qualifying, and progressing new opportunities ... Experience managing customer relationships throughout the entire sales cycle, from opportunity ...

Versapay

Director, Software Sales- Upper Mid-Market

OR · Remote

$150K - $170K/yr

Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure ... OTE ranges from $ 250,000 to $280,000 USD #LI-Remote We are an equal opportunity employer and value ...

Corvalent

IIoT Software Sales

Cedar Park, TX · On-site

You're unafraid to do research and prospecting to find customers that can benefit from our world ... Industrial IoT Software Platform.You're a Hunter, and you're proud of your ability to ...

Sequretek Inc

Software Sales Manager

Princeton, NJ · On-site

$50K - $70K/yr

The company has received recognitions from several government bodies, startup entities as well as ... Chief Growth Officer Sales Manager Roles and Responsibilities · To sell Sequretek products ...

ATIA Ltd

Software Sales Manager

Atlanta, GA · Hybrid

Required work activities: Creating of strategy for the sales of information systems and ... Permanent salary + bonuses for new projects (Up to 20,000$ per project), Work from home, Frequent ...

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Showing results 21-40

All JobsFinancial Software Sales JobsFrom Home Financial Software Sales Jobs

From Home Financial Software Sales information

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$64K

$86.1K

$108K

How much do from home financial software sales jobs pay per year?

As of Aug 12, 2026, the average yearly pay for from home financial software sales in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a from home financial software sales professional?

To thrive in From Home Financial Software Sales, you need a strong understanding of financial principles, sales strategies, and a proven track record in B2B or B2C sales. Familiarity with CRM platforms, virtual meeting tools, and financial software products (such as QuickBooks or Xero) is typically required. Excellent communication, self-motivation, and relationship-building skills help distinguish top performers in this role. These skills are crucial for effectively engaging clients, presenting solutions remotely, and meeting sales targets in a competitive, virtual environment.

What is from home financial software sales?

From Home Financial Software Sales jobs involve selling financial software products or services to clients, all while working remotely. Professionals in this role connect with potential customers via phone, email, or online meetings to explain software features, provide demonstrations, and close sales. They may work for software companies targeting businesses or individuals and often need strong communication and technical skills. These positions offer the flexibility of working from home while still engaging in a dynamic sales environment. Success in this job typically depends on product knowledge, customer relationship management, and meeting sales targets.

What are common challenges faced when selling financial software from home, and how can they be overcome?

Selling financial software from home often involves challenges such as building strong client relationships remotely, managing time effectively without in-person supervision, and staying updated on product features and industry trends. To overcome these, it's important to leverage video conferencing tools for personalized client interactions, establish a structured daily routine, and participate in regular training sessions provided by your company. Additionally, proactive communication and collaboration with your remote team can help you stay motivated and aligned with sales targets.

What is the difference between From Home Financial Software Sales vs From Home Financial Advisor?

AspectFrom Home Financial Software SalesFrom Home Financial Advisor
Required CredentialsSales certifications, knowledge of financial softwareFinancial planning certifications (e.g., CFP), licenses
Work EnvironmentRemote, sales-focused, client interactions via phone/videoRemote or office, client meetings, personalized financial advice
Employer & IndustrySoftware companies, financial tech firmsFinancial planning firms, banks, investment companies

From Home Financial Software Sales primarily involves selling financial software products remotely, focusing on product knowledge and sales skills. In contrast, From Home Financial Advisor provides personalized financial planning and advice, often requiring certifications and licenses. Both roles are remote-friendly and serve the financial industry, but they differ in responsibilities and credentials.

What cities are hiring for From Home Financial Software Sales jobs? Cities with the most From Home Financial Software Sales job openings:
What are the most commonly searched types of Financial Software Sales jobs? The most popular types of Financial Software Sales jobs are:
What states have the most From Home Financial Software Sales jobs? States with the most job openings for From Home Financial Software Sales jobs include:
What job categories do people searching From Home Financial Software Sales jobs look for? The top searched job categories for From Home Financial Software Sales jobs are:
From Home Financial Software Sales jobs near you
Infographic showing various From Home Financial Software Sales job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 70% Full Time, 24% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Account Manager, Software Sales

ProSight Financial Association

Philadelphia, PA • On-site, Remote

Full-time

Retirement, PTO

Re-posted 28 days ago

Job description

Account Manager – ERC Software Sales
Reports to:  Group Director, Sales – Learning & Development
 
BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complementary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.
As an Account Manager selling our enterprise risk and compliance related software products in our St. Louis office, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide.  You will be a hunter and will identify business needs and propose appropriate solutions for regulatory compliance training and other related services.  Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers.  As a member of the Learning & Development sales team, you will work in a fast-paced, team-oriented environment.  The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives.   ProSight has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth. 
 
Responsibilities
  • Plan and organize work schedule to call prospects to close sales daily.
  • Research/profile financial vertical nationwide to identify and penetrate top prospects.
  • Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
  • Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
  • Conduct a needs assessment and develop recommendations/proposals.
  • Demonstrate technology products and solutions over the phone and Internet.
  • Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
  • Provide prospects with information and advice on BAI products and services.
  • Manage and maintain a sales funnel to achieve steady growth within assigned territory.
  • Provide realistic sales forecasts to facilitate growth.
  • Manage contract negotiations, service requirements and details to close the sale.
  • Manage territory, sales cycle and customers in CRM system.
Requirements
  • Bachelor's degree required
  • A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling
  • Experience in either selling or servicing clients in the financial space
  • A desire to grow a territory by generating new business through prospecting
  • Experience organizing and managing an assigned territory
  • Strong organizational skills and the ability to work in an independent, self-directed environment
  • Experience in a high-volume, telephone-based selling environment
  • Experience selling products in a Software as a Service (SaaS) business model a plus
  • Experience in the financial services industry a plus
  • Demonstrated success creating leads and sales through prospecting
  • A history of meeting or exceeding assigned sales quotas for new business
  • Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
  • Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
  • Motivated by an internal desire to win and a desire to increase your own personal wealth 
 
The compensation range for this position is $100,000 - $120,000 which includes base salary and participation in a commission plan based on individual sales results. ProSight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition assistance and the ability to work in a collaborative, team-oriented environment.
 
To learn more about our company please visit www.prosightfa.org, www.bai.org, and www.rmahq.org