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Remote Fidelity Sales Jobs in California (NOW HIRING)

We turn customer capture data into real-fidelity replicas with deterministic multi-sensor ... They are fully remote and growing fast. How long has the company been operating? 2017 Total company ...

We turn customer capture data into real-fidelity replicas with deterministic multi-sensor ... They are fully remote and growing fast. How long has the company been operating? 2017 Total company ...

Remote Fidelity Sales information

What is a Remote Fidelity Sales?

A Remote Fidelity Sales job involves working for Fidelity Investments or a similar financial institution, primarily from a remote location. In this role, professionals assist clients with investment products, retirement accounts, and financial planning services, often communicating via phone, email, or video calls. The position requires strong sales skills, knowledge of financial products, and the ability to build relationships with clients to help them achieve their financial goals. Remote Fidelity Sales representatives are expected to provide excellent customer service while meeting sales targets and regulatory requirements.

How does a Remote Fidelity Sales professional typically collaborate with other departments while working remotely?

Remote Fidelity Sales professionals regularly collaborate with departments like client services, marketing, and operations through virtual meetings, instant messaging, and shared digital platforms. Strong communication skills are essential to coordinate with financial advisors, address client needs, and relay feedback to product teams. While working remotely, maintaining proactive communication and building relationships across teams are key to ensuring seamless service delivery and keeping everyone aligned on sales goals.

What are the key skills and qualifications needed to thrive as a Remote Fidelity Sales representative, and why are they important?

To excel as a Remote Fidelity Sales representative, you need a strong background in financial services, sales acumen, and typically a FINRA Series 7 and 63/66 license. Familiarity with CRM platforms, virtual meeting tools, and financial analysis software is essential for managing client relationships remotely. Outstanding communication, active listening, and self-motivation are critical soft skills for building trust and rapport with clients in a virtual environment. These skills and qualifications enable effective client engagement, compliance with industry regulations, and achievement of sales targets in a remote setting.

What are the most commonly searched types of Fidelity Sales jobs in California?

The most popular types of Fidelity Sales jobs in California are:

What job categories do people searching Remote Fidelity Sales jobs in California look for?

The top searched job categories for Remote Fidelity Sales jobs in California are:

What cities in California are hiring for Remote Fidelity Sales jobs?

Cities in California with the most Remote Fidelity Sales job openings:

Infographic showing various Remote Fidelity Sales job openings in California as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution.

Sales Development Representative

Wheelhouse

San Francisco, CA • On-site, Remote

$95K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago


Key responsibilities

  • Book qualified discovery calls for Account Executives.

  • Run high-volume outbound outreach across email, phone, and LinkedIn targeting property management companies.

  • Own the operation of the outbound stack across HubSpot and Instantly, including building, managing, and iterating on sequences.


Job description

The opportunity

Are you an early-career sales professional with a passion for market disruption, determined outreach, and building pipeline from scratch? Have you already developed an outbound discipline you can bring from day one? And are you ready to help an ambitious vertical SaaS company accelerate its growth?

Wheelhouse is seeking a US-based Sales Development Representative to own and expand our top-of-funnel motions. The ideal candidate brings proven outbound experience, a creative yet process-driven mentality, and the ability to hit the ground running - stepping into established systems, making them yours, and pushing them further.

We're looking for someone who thrives in a fast-paced SaaS startup environment and has an early track record of generating qualified pipeline - from cold outreach to booked meetings. You'll inherit a working outbound engine across HubSpot and Instantly, with room to implement new initiatives from day one. You are someone who embraces the phone, spots what can be improved, and takes initiative to drive more meetings and more pipeline.

Success in this role requires a determined, focused mindset, the ability to manage volume without sacrificing message quality, and the drive to turn outreach activity into a consistent flow of qualified meetings. The ideal candidate is a collaborative self-starter who works well cross-functionally, coordinating with AEs and marketing through clear communication and a strong routine - while always looking for ways to improve themselves, their sequences, and our go-to-market motion.

If you're energized by over-performing at a high-talent-density org, while getting in early and growing with us - we'd love to hear from you!

What you'll be doing
  • Book qualified discovery calls for Account Executives - the primary metric you're measured on.
  • Run high-volume outbound across email, phone, and LinkedIn - targeting property management companies from cold, engaged, and MQL lists.
  • Pre-qualify prospects by verifying portfolio size and PMS integration compatibility before passing to AEs.
  • Own the day-to-day operation of our outbound stack across HubSpot and Instantly. Build, manage, and iterate on sequences. Test what works, improve what doesn't, share what you learn.
  • Keep CRM data clean and current. Accurate pipeline data matters to the whole team and starts with you.
  • Sit in on sales calls and industry webinars to build context and sharpen your outreach over time.
  • Collaborate with AEs and marketing on sequencing strategy, messaging, and target account prioritisation.
  • Work with leadership to identify and test AI-assisted approaches to improve outreach efficiency and volume - without losing the human touch that makes cold calling work.
What we're looking for
  • 1+ years in an outbound SaaS SDR role.
  • Genuinely comfortable cold calling - this works in our industry and you have the conviction to never stop dialling.
  • Process-driven and organised. You can manage a high volume of touches across a large list without things falling through the cracks.
  • Strong written communicator. Your sequences need to be crisp, human, and worth responding to.
  • HubSpot proficiency or equivalent CRM experience. Comfortable using sequencing tools and tracking your own performance data.
  • Self-directed in a remote environment. You don't need someone to tell you to make calls - you just do.
  • Nice to have: Short-term rental or hospitality background, or genuine curiosity about the space.
Your first 90 days
  • Month 1: Get up to speed on the Wheelhouse value props, the STR industry, and our sales motion. Review recorded calls, and internalise how our best conversations go. You'll begin outreach before the month is out.
  • Month 2: Full outbound motion. Live sequences running, calls being made daily, meetings starting to land. You'll have direct support from AEs with real-time feedback as you find your rhythm.
  • Month 3: Hitting your meeting quota consistently, iterating on what's working, and starting to develop your own read on the market. By here you're a genuine contributor - not still finding your feet.
Perks and Benefits:
  • Competitive salary and equity (OTE $95,000 - $115,000)
  • Full medical, dental, and vision benefits for each US employee
  • Fidelity 401k available for each US employee
  • Unlimited PTO
  • Extended & Competitive Benefits plan