Remote Financial Coach Jobs in San Ramon, CA (NOW HIRING)

Build a Career Helping Families Protect Their Future

We are expanding our retirement and insurance planning team and seeking motivated, professional individuals who want to build a long-term career helping individuals, families, and business owners protect what they've built, prepare for retirement, and create lasting financial security.

Our professionals work with clients in several key areas, including:

• Retirement income planning
• Life insurance planning
• Wealth protection strategies
• Tax-advantaged financial solutions
• Asset preservation
• Legacy and estate planning concepts
• Strategic retirement distribution planning

This opportunity is ideal for individuals who enjoy building relationships, educating clients, and serving as a trusted financial resource over the long term.

You will receive structured training, mentorship, licensing support, technology, and proven systems—but your success will ultimately depend on your professionalism, consistency, and commitment to serving clients.

This is a performance-based, 1099 independent contractor opportunity designed for individuals interested in building a professional financial services practice.

What You'll Do

• Meet virtually with individuals, families, and business owners to understand their financial goals and priorities
• Conduct comprehensive Financial Needs Analyses
• Educate clients on retirement planning, life insurance, wealth protection, and tax-efficient financial strategies
• Help clients evaluate solutions involving:
• • Retirement income planning
  • Fixed and fixed indexed annuities
  • Life insurance
  • Cash value accumulation strategies
  • Asset protection
  • Retirement account rollovers
  • Tax-advantaged wealth accumulation and distribution
• Develop customized recommendations tailored to each client's objectives
• Build lasting client relationships through annual reviews and ongoing service
• Generate new business through referrals, networking, prospecting, educational events, and company-supported lead-generation systems
• Participate in advanced planning workshops, mentorship, product training, and leadership development

Who We're Looking For

The professionals who thrive on our team are relationship builders—not transactional salespeople.

Strong candidates are:

• Professional, ethical, and client-focused
• Highly coachable and committed to continuous improvement
• Excellent communicators who enjoy educating others
• Comfortable discussing personal financial goals with clients
• Entrepreneurial and self-motivated
• Organized and disciplined with follow-up
• Interested in building a respected career in retirement and insurance planning
• Motivated by long-term relationships rather than one-time transactions

Professionals with experience in financial services, banking, accounting, tax planning, insurance, real estate, mortgage lending, consulting, business ownership, healthcare, education, or professional sales often transition successfully into this career.

Minimum Requirements

• Must be at least 18 years old
• Must be authorized to work in the United States
• Must have reliable internet access and a professional remote-work environment
• Must be able to pass applicable background screening requirements
• Must be willing to obtain the required state insurance producer license within the designated timeframe
• Must complete all required training and carrier appointment requirements before conducting regulated insurance activities
• Must be comfortable with commission-based compensation and business-development responsibilities
• Must be able to commit consistent weekly time to training, prospecting, client appointments, and follow-up

Why Join Our Team?

We are committed to developing knowledgeable financial professionals who lead with education, integrity, and long-term client relationships.

Our associates receive the mentorship, training, technology, and professional support needed to strengthen their skills, serve clients effectively, and build a scalable financial services practice.

This opportunity may be a strong fit for professionals who want greater control over their schedule, income potential, and career direction—and who are prepared to accept the accountability that comes with those opportunities.

Application Process

To be considered, please submit your resume along with a brief statement explaining:

1. Why you are interested in retirement planning or financial services
2. Your previous experience working with clients, developing business, or managing relationships
3. Your availability and interest in either a part-time or full-time schedule

Applications without a resume or complete responses may not be considered.