Financial Consultant

Sokhal INC; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote work environment

Ongoing training and mentorship

Supportive team culture

Professional growth opportunities

Performance-based income potential

Long-term client relationships

Job summary

Family Finance is seeking ambitious Financial Consultants to join a fully remote team. You will own the entire client journey—from first contact to successful close—building trust, guiding clients to suitable financial solutions, and generating referrals in a fast-paced virtual environment.

This role emphasizes relationship-building, disciplined follow-up, and the ability to manage a robust sales pipeline with performance-based earning potential and ongoing training and mentorship.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to build trust and manage client relationships.
• Confident speaking with clients by phone and video.
• Proactive, self-motivated, and goal-oriented.
• Strong negotiation and objection-handling skills.

Responsibilities

• Generate and qualify new opportunities to build a strong pipeline.
• Conduct needs assessments and present tailored solutions.
• Close deals and manage the full sales cycle from discovery to close.
• Maintain organized records and follow-up in CRM.

Skills

Communication

Relationship building

Phone and video calls

Negotiation

Pipeline management

Time management

Tools

CRM software

Job description

Remote | Performance-Based Earnings | Growth Opportunity

Take Control of Your Income and Build a Career Without Limits

Are you a motivated, relationship-driven professional who enjoys helping people, building trust, and closing deals?

Family Finance is looking for ambitious Financial Consultants to join our growing team. This is an opportunity to work remotely, manage your own pipeline, and take ownership of the entire sales process while helping clients achieve their financial goals.

If you're competitive, self-motivated, and excited about the opportunity to earn based on your performance, this could be the career move you've been looking for.

Why Join Family Finance?

At Family Finance, we believe exceptional people deserve exceptional opportunities. We provide the training, support, and resources needed to help you grow professionally while creating meaningful income potential.

What We Offer

• Fully remote work environment
• Ongoing training and mentorship
• Supportive and collaborative team culture
• Professional growth opportunities
• Performance-based income with significant earning potential
• Opportunity to build long-term client relationships
• Career advancement opportunities for top performers

About the Role

As a Financial Consultant, you'll own the entire client journey—from the first conversation to a successful close.

You'll serve as a trusted advisor, helping prospective clients understand their options and guiding them toward solutions that align with their needs and goals. This role combines business development, relationship-building, and consultative selling in a fast-paced virtual environment.

Build New Business

• Connect with prospective clients through phone calls and virtual meetings
• Identify and qualify new opportunities
• Develop a strong and consistent pipeline of potential clients
• Generate referrals and build lasting business relationships

Manage the Full Sales Cycle

• Conduct needs assessments and discovery conversations
• Present solutions tailored to each client's goals and circumstances
• Answer questions and educate clients with confidence
• Handle objections professionally and effectively
• Negotiate agreements and close new business

Deliver an Exceptional Client Experience

• Build trust and credibility through every interaction
• Maintain consistent communication throughout the sales process
• Ensure a smooth transition during onboarding and implementation
• Foster long‑term client relationships that generate repeat business and referrals

Stay Organized and Results-Oriented

• Track opportunities and activities within CRM systems
• Maintain accurate client records and follow-up schedules
• Consistently work toward achieving and exceeding performance goals

Compensation

This position offers a performance-based compensation structure with substantial earning potential.

Expected Monthly Earnings

Top performers consistently increase their earnings through strong relationship‑building, disciplined follow‑up, and effective closing skills.

What We're Looking For

Successful candidates often possess:

• Strong communication and interpersonal skills
• Confidence speaking with clients by phone and video
• Excellent relationship‑building abilities
• A proactive and self‑motivated mindset
• Strong negotiation and objection‑handling skills
• The ability to manage a sales pipeline independently
• Resilience, persistence, and a positive attitude
• Strong organizational and time‑management skills

Ideal Backgrounds Include

• Insurance Sales
• Business Development
• Customer Service
• Account Management
• Entrepreneurial or Self‑Employed Experience

About Family Finance

We are committed to helping clients achieve financial confidence through innovative solutions and exceptional service. We are passionate about developing talented professionals and creating opportunities for long‑term success.

Our culture rewards initiative, hard work, and those who take ownership of their results.