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Remote Financial Software Sales Jobs in California

Five9

Enterprise Sales Director - West

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 ...

Universal Audio

Senior Financial Analyst

Scotts Valley, CA · On-site +1

$110K - $137K/yr

Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also play a key role in standing up financial support for our new Direct-to-Consumer Online Store as we ...

Nexus HR Services

Sales Executive

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 ...

Nexus HR Services

Sales Representative

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 ...

Nexus HR Services

Sales Executive

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 ...

AbacusNext

Account Executive

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 ...

Asure Software, Inc.

HCM Sales Executive

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 ...

Five9

Mid-Market Sales Director (Remote)

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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All JobsFinancial Software Sales JobsRemote Financial Software Sales JobsRemote Financial Software Sales Jobs in California

Remote Financial Software Sales information

What is the difference between Remote Financial Software Sales vs Remote Financial Software Support?

AspectRemote Financial Software SalesRemote Financial Software Support
Required CredentialsSales experience, financial software knowledge, sometimes certifications like CFP or CPATechnical knowledge, customer service skills, sometimes certifications like CFP or CPA
Work EnvironmentRemote sales teams, client meetings, demosRemote support teams, troubleshooting, client assistance
Employer & Industry UsageFinancial tech companies, SaaS providersFinancial institutions, software vendors
Search & Comparison IntentUnderstanding sales roles, job requirements, career pathsTechnical 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.

What are the most commonly searched types of Financial Software Sales jobs in California? The most popular types of Financial Software Sales jobs in California are:
What are popular job titles related to Remote Financial Software Sales jobs in California? For Remote Financial Software Sales jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Financial Software Sales jobs in California look for? The top searched job categories for Remote Financial Software Sales jobs in California are:
What cities in California are hiring for Remote Financial Software Sales jobs? Cities in California with the most Remote Financial Software Sales job openings:
Remote Financial Software Sales jobs near you
Infographic showing various Remote Financial Software Sales job openings in California as of July 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Contract. Highlights an 79% Physical, 1% Hybrid, and 20% Remote job distribution.

Financial Consultant (Remote)

Synergy Financial

Stanford, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted yesterday

New

Job description

? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting

✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.


? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets


? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors


? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset


? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.


? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.


? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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