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

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Sr. Financial Analyst

San Francisco, CA · On-site +1

$105K - $163K/yr

Employee divides their time between in-office and remote work. Access to an office location is ... Learning and Development: options for coaching, online courses and education reimbursements

AO ASPIRE

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Customer Relations Representative (Remote)

San Jose, CA · Remote

$1.0K - $80K/yr

This opportunity is a strong fit for someone who is coachable, self-motivated, and comfortable ... benefits and financial protection solutions. We are the official benefits company of the Los ...

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All JobsFinancial Coach JobsRemote Financial Coach JobsRemote Financial Coach Jobs in San Ramon, CA

Remote Financial Coach information

See San Ramon, CA salary details

$5

$25

$32

How much do remote financial coach jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for remote financial coach in San Ramon, CA is $25.73, according to ZipRecruiter salary data. Most workers in this role earn between $21.20 and $30.10 per hour, depending on experience, location, and employer.

What are some typical daily responsibilities of a Remote Financial Coach?

As a Remote Financial Coach, your typical day involves conducting virtual coaching sessions with clients, reviewing their financial situations, and developing personalized action plans. You’ll regularly track clients’ progress, provide ongoing support through digital tools or messaging platforms, and update financial reports and documentation. Additionally, you may research financial resources, participate in online team meetings, and stay current on industry trends to enhance your coaching strategies. This role combines independent work with collaboration, as you may coordinate with other coaches or refer clients to specialized financial professionals when needed.

What is a Remote Financial Coach job?

A Remote Financial Coach helps clients improve their financial well-being by providing guidance on budgeting, saving, debt management, and financial planning. They work virtually, offering personalized advice through video calls, phone calls, or online messaging. This role focuses on education and accountability rather than selling financial products or providing investment advice. Coaches empower clients to set and achieve their financial goals by creating customized strategies based on their unique financial situation.

What are the key skills and qualifications needed to thrive in the Remote Financial Coach position, and why are they important?

To thrive as a Remote Financial Coach, you need a strong understanding of personal finance principles, budgeting, debt management, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, video conferencing tools, and industry certifications like AFC® or CFP® can be highly beneficial. Excellent listening, motivational interviewing, and clear communication skills help build client trust and deliver actionable guidance remotely. These abilities are crucial to effectively support clients' financial goals and foster long-term financial wellness in a virtual environment.

What are popular job titles related to Remote Financial Coach jobs in San Ramon, CA? For Remote Financial Coach jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Coach jobs in San Ramon, CA look for? The top searched job categories for Remote Financial Coach jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Remote Financial Coach jobs? Cities near San Ramon, CA with the most Remote Financial Coach job openings:
Remote Financial Coach jobs near you
Remote Sales Consultant - Financial Services

Remote Sales Consultant - Financial Services

Nexera

San Francisco, CA • Remote

$4.0K - $6.3K/wk

Full-time

Posted 24 days ago

Job description

About this role

We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home.

What the day-to-day looks like
  • Contact warm inbound leads — people who have already requested information about financial protection for their families
  • Conduct needs-based consultations by phone or Zoom to identify the right coverage options
  • Present and explain policy options from our network of 60+ carriers
  • Follow up consistently with prospects and track your daily activity
  • Attend weekly virtual training and team meetings
  • Work toward leadership and the ability to build and manage your own team
Compensation
  • $800 to $1,200 commission per closed sale
  • Part-time agents (20 hrs/week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid weekly 
  • Performance-based incentives and bonuses available
  • Long-term override income available through team building
What we provide
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Licensing assistance — we will walk you through how to obtain your Life and Health License if you do not already have one
  • Step-by-step onboarding and a dedicated mentor for your first 90 days
  • Access to products from 60-plus insurance carriers so you can match every client with the right fit
  • Clear path to team leadership and passive override income
Who does well in this role

You do not need a background in finance or insurance. The following backgrounds consistently produce strong first-year consultants:

  • Real estate, mortgage, or banking
  • Retail, hospitality, or customer service
  • Military veterans and first responders
  • Teaching, coaching, or fitness
  • Any previous commission or performance-based sales role
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Fully remote role
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided)
  • Reliable internet connection and a quiet workspace for calls
Benefits
  • Flexible schedule — work full time or part time
  • Work from home
  • Weekly pay
  • 100% Uncapped commission structure
  • Mentorship and ongoing training
  • Leadership and team-building opportunities
How to apply

Submit your resume through Indeed. No cover letter required. In the screener questions below, answer honestly — we review every application and respond within 2 business days.

We would rather hire five people who are a strong fit than fifty who are not. If you are serious about changing your income, apply today.