Temecula, CA · Remote
$80K/yr
This is a remote opportunity with flexible full-time and part-time career paths. Compensation: $70 ... Customer service, banking, education, healthcare, or sales experience is a plus * High school ...
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Temecula, CA · Remote
$80K/yr
This is a remote opportunity with flexible full-time and part-time career paths. Compensation: $70 ... Customer service, banking, education, healthcare, or sales experience is a plus * High school ...
Santa Clarita, CA · On-site +1
... remote financial services team. This opportunity is a strong fit for someone who enjoys helping ... Interested in sales, financial services, insurance, or entrepreneurship. * Driven by goals and ...
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Santa Clarita, CA · On-site +1
... remote financial services team. This opportunity is a strong fit for someone who enjoys helping ... Interested in sales, financial services, insurance, or entrepreneurship. * Driven by goals and ...
Anaheim, CA · On-site +1
... remote financial services team. This opportunity is a strong fit for someone who enjoys helping ... Interested in sales, financial services, insurance, or entrepreneurship. * Driven by goals and ...
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Anaheim, CA · On-site +1
... remote financial services team. This opportunity is a strong fit for someone who enjoys helping ... Interested in sales, financial services, insurance, or entrepreneurship. * Driven by goals and ...
Sample Sales and up to 30% shopping discount on our unique finds for you and your designated ... Remote Work Location: This is a fully remote position, with responsibilities that require strong ...
Sample Sales and up to 30% shopping discount on our unique finds for you and your designated ... Remote Work Location: This is a fully remote position, with responsibilities that require strong ...
Santa Ana, CA · On-site +1
... remote financial services team. This opportunity is a strong fit for someone who enjoys helping ... Interested in sales, financial services, insurance, or entrepreneurship. * Driven by goals and ...
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Santa Ana, CA · On-site +1
... remote financial services team. This opportunity is a strong fit for someone who enjoys helping ... Interested in sales, financial services, insurance, or entrepreneurship. * Driven by goals and ...
San Ramon, CA · On-site +1
$86K - $167K/yr
Contact Center Software Sales in less than 1,000-seat space * Experience selling to COO/CFO * Knowledge of territory or accounts assigned Work Location: This role is fully remote for candidates who ...
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San Ramon, CA · On-site +1
$86K - $167K/yr
Contact Center Software Sales in less than 1,000-seat space * Experience selling to COO/CFO * Knowledge of territory or accounts assigned Work Location: This role is fully remote for candidates who ...
San Ramon, CA · On-site +1
$80K - $124K/yr
Contact Center Software Sales in less than 1,000-seat space * Experience selling to COO/CFO * Knowledge of territory or accounts assigned Work Location: This role is fully remote for candidates who ...
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San Ramon, CA · On-site +1
$80K - $124K/yr
Contact Center Software Sales in less than 1,000-seat space * Experience selling to COO/CFO * Knowledge of territory or accounts assigned Work Location: This role is fully remote for candidates who ...
Sacramento, CA · On-site +1
$75K - $90K/yr
Sales Executive - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $90,000 Annually ... Minimum 2 years of experience in EHR/EMR or Practice Management software sales * Proven track ...
Sacramento, CA · On-site +1
$75K - $90K/yr
Sales Executive - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $90,000 Annually ... Minimum 2 years of experience in EHR/EMR or Practice Management software sales * Proven track ...
What We Are Looking For Must-Haves * 4+ years of B2B software sales experience with a demonstrated ... Experience in the debt collection, financial services, or a related regulated industry.
New
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What We Are Looking For Must-Haves * 4+ years of B2B software sales experience with a demonstrated ... Experience in the debt collection, financial services, or a related regulated industry.
New
Sacramento, CA · On-site +1
$75K - $90K/yr
Sales Executive - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $90,000 Annually ... Minimum 2 years of experience in EHR/EMR or Practice Management software sales * Proven track ...
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Sacramento, CA · On-site +1
$75K - $90K/yr
Sales Executive - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $90,000 Annually ... Minimum 2 years of experience in EHR/EMR or Practice Management software sales * Proven track ...
Sacramento, CA · On-site +1
$75K - $85K/yr
Sales Representative - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $85,000 ... Minimum 1 year of experience in EHR/EMR or Practice Management software sales * Proven track record ...
Sacramento, CA · On-site +1
$75K - $85K/yr
Sales Representative - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $85,000 ... Minimum 1 year of experience in EHR/EMR or Practice Management software sales * Proven track record ...
San Francisco, CA · On-site +1
$110K - $135K/yr
Drive new enterprise sales through a consultative sales approach: Identify, target, and win new ... Experience in SaaS or enterprise software sales . * Demonstrated use of AIenabled tools to enhance ...
San Francisco, CA · On-site +1
$110K - $135K/yr
Drive new enterprise sales through a consultative sales approach: Identify, target, and win new ... Experience in SaaS or enterprise software sales . * Demonstrated use of AIenabled tools to enhance ...
Santa Ana, CA · Remote
$110K - $133K/yr
Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...
Santa Ana, CA · Remote
$110K - $133K/yr
Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...
Santa Ana, CA · Remote
$220K - $260K/yr
Negotiatingsound financial agreements whichare win-win solutions for Asure and clients ... Minimum of 5+yearssuccessful experience inconsultative software sales working with named accounts ...
Santa Ana, CA · Remote
$220K - $260K/yr
Negotiatingsound financial agreements whichare win-win solutions for Asure and clients ... Minimum of 5+yearssuccessful experience inconsultative software sales working with named accounts ...
San Diego, CA · On-site +1
$65K - $75K/yr
Previous experience in a software sales role closing deals with short sales cycles (transactional ... Must be comfortable selling in an inside sale's remote environment * "Hunter" / new business ...
San Diego, CA · On-site +1
$65K - $75K/yr
Previous experience in a software sales role closing deals with short sales cycles (transactional ... Must be comfortable selling in an inside sale's remote environment * "Hunter" / new business ...
Santa Ana, CA · Remote
$110K - $133K/yr
Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...
Santa Ana, CA · Remote
$110K - $133K/yr
Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...
San Ramon, CA · Remote
$264K/yr
Contact Center Software Sales in less than 1,000-seat space * Knowledge of territory or accounts assigned Work Location: This role is fully remote. As part of our continued commitment to diversity ...
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San Ramon, CA · Remote
$264K/yr
Contact Center Software Sales in less than 1,000-seat space * Knowledge of territory or accounts assigned Work Location: This role is fully remote. As part of our continued commitment to diversity ...
San Ramon, CA · On-site +1
$86K - $168K/yr
Five9 is a leading provider of cloud contact center software, bringing the power of cloud ... The Sales Director's primary responsibility is to acquire new customers and drive revenue. A ...
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San Ramon, CA · On-site +1
$86K - $168K/yr
Five9 is a leading provider of cloud contact center software, bringing the power of cloud ... The Sales Director's primary responsibility is to acquire new customers and drive revenue. A ...
San Francisco, CA · On-site +1
... finance, product, software, AI, data, operations, and business growth tracks. THE ROLE As a ... remote, flexible environment - Collaborate with operators, founders, consultants, analysts, and ...
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San Francisco, CA · On-site +1
... finance, product, software, AI, data, operations, and business growth tracks. THE ROLE As a ... remote, flexible environment - Collaborate with operators, founders, consultants, analysts, and ...
Sacramento, CA · On-site +1
$75K - $85K/yr
Sales Representative - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $85,000 ... Minimum 1 year of experience in EHR/EMR or Practice Management software sales * Proven track record ...
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Sacramento, CA · On-site +1
$75K - $85K/yr
Sales Representative - Sacramento, CA Hybrid, remote + on-site Compensation: $75,000 - $85,000 ... Minimum 1 year of experience in EHR/EMR or Practice Management software sales * Proven track record ...
| Aspect | Remote Financial Software Sales | Remote Financial Software Support |
|---|---|---|
| Required Credentials | Sales experience, financial software knowledge, sometimes certifications like CFP or CPA | Technical knowledge, customer service skills, sometimes certifications like CFP or CPA |
| Work Environment | Remote sales teams, client meetings, demos | Remote support teams, troubleshooting, client assistance |
| Employer & Industry Usage | Financial tech companies, SaaS providers | Financial institutions, software vendors |
| Search & Comparison Intent | Understanding sales roles, job requirements, career paths | Technical support roles, customer service careers |
Remote Financial Software Sales focuses on selling financial software solutions to clients, requiring sales skills and industry knowledge. Remote Financial Software Support involves assisting clients with software issues, emphasizing technical support and customer service. Both roles often require similar certifications and work environments but differ in daily responsibilities and career focus.
The most popular types of Financial Software Sales jobs in California are:
For Remote Financial Software Sales jobs in California, the most frequently searched job titles are:
The top searched job categories for Remote Financial Software Sales jobs in California are:
Cities in California with the most Remote Financial Software Sales job openings:
$80K/yr
Full-time, Part-time
Posted 22 days ago
The Fortitude Team is seeking motivated, people-focused professionals to join our growing team as a Remote Financial Services Consultant.
In this role, you’ll work directly with individuals and families to understand their financial goals, educate them on sound financial principles, and develop personalized strategies to help them protect, grow, and preserve their wealth.
Whether you’re beginning a new career or looking for a profession with greater purpose and flexibility, we provide comprehensive training, one-on-one mentorship, and a proven development program to help you succeed.
No prior financial services experience is required. We value integrity, coachability, and a genuine desire to help others.
This is a remote opportunity with flexible full-time and part-time career paths.
Compensation:$70,000 - $80,000
Connect with prospective and existing clients to understand their financial goals and help them create a plan for the future.
Present financial strategies and solutions that align with each client's unique needs and objectives.
Guide clients through the financial planning process with clear communication and personalized recommendations.
Develop and maintain strong client relationships by providing responsive, high-quality service.
Monitor client progress and recommend adjustments as financial goals and life circumstances evolve.
Build new business through referrals, networking, educational events, and community involvement.
Collaborate with team members and mentors to continuously improve client outcomes and professional skills.
Passion for helping others achieve their financial goals
Excellent communication and relationship-building skills
Self-motivated with a strong work ethic
Coachable and eager to learn
Comfortable working independently in a remote environment
Strong organizational and time management skills
Customer service, banking, education, healthcare, or sales experience is a plus
High school diploma or equivalent
Must be eligible to obtain the required state insurance and financial services licenses
The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.
We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.
