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Remote Financial Software Sales Jobs in Oregon (NOW HIRING)

Elite Technology

Senior Sales Engineer

OR · Remote

$151K - $175K/yr

We are seeking a candidate with strong enterprise software, ERP, financial systems, or SaaS ... Remote Responsibilities * Lead executive-level conversations centered on business outcomes, total ...

Project Sapiens

Sales Executive, L&A

OR · Remote

Remote This Sales Executive is responsible for generating new insurance software sales and services ... Finance, Legal and Sales to develop a long-term partnership with our clients. What you'll do: * Win ...

Project Sapiens

Sales Executive, L&A

OR · Remote

Remote This Sales Executive is responsible for generating new insurance software sales and services ... Finance, Legal and Sales to develop a long-term partnership with our clients. What you'll do: * Win ...

Sapiens

Sales Executive, L&A

OR · On-site +1

Remote This Sales Executive is responsible for generating new insurance software sales and services ... financial objectives; * Develop relationships at all levels including C Level, business, and ...

Project Sapiens

Sales Executive, P&C

OR · Remote

Remote This Sales Executive is responsible for generating new insurance software sales and services ... Finance, Legal and Sales to develop a long-term partnership with our clients. What you'll do: * Win ...

Sapiens

Sales Executive, P&C

OR · On-site +1

Remote This Sales Executive is responsible for generating new insurance software sales and services ... financial objectives; * Develop relationships at all levels including C Level, business, and ...

Sapiens

Sales Executive, L&A

OR · On-site +1

Remote This Sales Executive is responsible for generating new insurance software sales and services ... financial objectives; * Develop relationships at all levels including C Level, business, and ...

CARET

Account Executive

$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 ...

Redwood Software

Senior Financial Analyst

OR · Remote

$85K - $106K/yr

ABOUT US Redwood Software is the leader in full stack automation fabric solutions for mission ... Ability to pivot and successfully adapt in a constantly changing environment This is a remote role ...

Cresta

Enterprise Account Executive

OR · On-site +1

Hit your number Qualifications We Value: * 5+ years of SaaS software sales experience at an ... Remote work setup budget to help you create a productive home office * Monthly wellness and ...

DocuSign

Regional Vice President, Commercial

$172K - $266K/yr

Employee is not required to be in or near an office frequently and works from a designated remote ... What you bring Basic * 3+ years of sales team management experience within software sales * 8+ ...

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Showing results 1-20

All JobsRemote Financial Software Sales JobsRemote Financial Software Sales Jobs in Oregon

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 Oregon? The most popular types of Financial Software Sales jobs in Oregon are:
What are popular job titles related to Remote Financial Software Sales jobs in Oregon? For Remote Financial Software Sales jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Financial Software Sales jobs in Oregon look for? The top searched job categories for Remote Financial Software Sales jobs in Oregon are:
What cities in Oregon are hiring for Remote Financial Software Sales jobs? Cities in Oregon with the most Remote Financial Software Sales job openings:
Remote Financial Software Sales jobs near you
Financial Consultant (Remote)

Financial Consultant (Remote)

Synergy Financial

Lake Oswego, OR • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 23 days ago

Be an early applicant

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.

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