Remote Financial Services Sales Jobs

Sell financial products remotely — advisory and sales roles

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Open Positions
$70K-$120K base, $140K-$300K+ OTE
Avg Salary
100%
Remote Level

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Remote financial services sales jobs span traditional banking, wealth management, insurance, lending, and the fast-growing fintech sector. Whether you're selling investment products to high-net-worth individuals or SaaS tools to financial institutions, this vertical offers strong compensation and career stability.

The financial services industry has rapidly adopted remote work. Fintech companies were remote-first from the start, and traditional financial institutions accelerated their digital transformation. Roles include financial advisors, investment sales, commercial lending officers, payment processing sales, and fintech software sales.

Compensation in financial sales is highly variable. Fintech SaaS reps earn $70K-$100K base with $140K-$250K OTE. Financial advisors with a book of business earn $100K-$500K+ through management fees and commissions. Commercial lending officers earn $80K-$120K base with substantial bonus potential tied to loan volume.

Many financial sales roles require licensing — Series 7, Series 66, or insurance licenses depending on the products you sell. Fintech SaaS sales typically doesn't require financial licenses. The industry values trust, compliance awareness, and consultative selling skills, making it ideal for professionals who prefer relationship-driven sales over transactional volume.

Key Skills

Financial product knowledge Regulatory compliance (Series 7/66) Consultative selling Relationship management Risk assessment CRM and fintech tools

Frequently Asked Questions

Do I need licenses for financial sales?
It depends on the role. Selling securities requires Series 7/66. Insurance products need state licenses. Fintech SaaS sales typically requires no financial licensing — just standard sales skills.
How much do remote financial sales reps make?
Fintech SaaS: $140K-$250K OTE. Financial advisors: $100K-$500K+ (AUM-based). Commercial lending: $120K-$200K total comp. The variance depends on product type and compensation structure.
What financial sales jobs are fully remote?
Fintech SaaS sales, inside sales at payment processors, digital lending sales, and financial technology consulting are typically fully remote. Advisory roles may require occasional in-person client meetings.

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