Remote Financial Consultant — High-Earning Potential

SalesDraft; 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

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.