Remote Financial Services Account Executive Jobs
Remote financial services account executive jobs are open across the U.S. in insurance, wealth management, fintech, and banking, at remote-first firms and distributed financial services teams with roles from entry-level account executives to senior enterprise sales positions. Employers hiring remotely right now include Talkdesk, BRAIN, and Windfall. Find a role that fits below and apply directly.
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Showing 4 of 8+ Remote Financial Services Account Executive jobs
Responsibilities:
- Responsible for new business development within large enterprise accounts and closing of opportunities within the Finance industry
- Foster and expand the company's relationship with business units, divisions and the overall enterprise customers
- Create and cultivate a close relationship with strategic alliances
- Understand the customers' business strategy and direction and manage a long term, sustainable business portfolio
- Manage the end to end sales process through engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners etc.
- Bringing innovative ideas that showcase case Talkdesk's competitive advantage and disruptive mindset
- Meet and exceed quarterly and annual revenue/quota through the management and execution of the Talkdesk sales process
- Develop a comprehensive sales strategy and a sales plan that ensures consistent achievement of objectives over the short- and long-term for your coverage model
- Build lasting, meaningful relationships with other members of management, team, and prospect/customer community
- Build and align with the Talkdesk sales Go-to-Market plan to develop and own accountability for region's market segmentation and targeted accounts
- Develop essential internal relationships to provide the support necessary to manage accounts and close deals
- Communicate accurate and realistic forecast information to the management team per our process and policy
- Communicate market reaction and needs back to headquarters in a productive manner
- Take an active role in solving problems, which involve other functional areas, instead of "dumping problems at the factory door"
- Take the lead in prioritizing the needs of customers so that engineering and other functional areas can focus on the right tasks and issues
Requirements:
- Travel required: 50%+
- Previous experience in selling Enterprise software solutions into Financial Services related accounts
- 8+ years of outside/direct sales experience carrying / exceeding quota, preferably SaaS
- Experience positioning through strategic value based selling
- Experienced in selling SaaS-based solutions, managing complex sales practices and solution-based selling to CXO, senior management and director-level individuals
- Analytical, with strong business acumen
- Flexible personality, able to adapt to surroundings
- Analytical and business deal-making capability, ability to ferret out opportunities, create positive relationships, find the hidden issues during due diligence, and bring the transaction to closure successfully
- Demonstrated track record in the planning, development, and implementation of new business activity involving leading-edge technology
- Proven ability to grow revenues to a substantial level and scale bookings growth and net-new customers
- Excellent communication and presentation skills
- Extensive negotiation and contract development experience
- Comfortable operating in a fast-paced, dynamic startup environment
- CCaaS knowledge is a plus
- BA/BS degree
Pay Range (OTE Pay): $320,000-360,000
Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
Retirement Benefits: 401(k) plan
Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.
Method of Application: Apply online.
Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 10/9/2026
Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
All questions or concerns about this posting should be directed to the Talent team at Talent@talkdesk.com.
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world's most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!
Work Environment and Physical Requirements:
Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.
Responsibilities:
- Responsible for new business development within large enterprise accounts and closing of opportunities within the Finance industry
- Foster and expand the company's relationship with business units, divisions and the overall enterprise customers
- Create and cultivate a close relationship with strategic alliances
- Understand the customers' business strategy and direction and manage a long term, sustainable business portfolio
- Manage the end to end sales process through engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners etc.
- Bringing innovative ideas that showcase case Talkdesk's competitive advantage and disruptive mindset
- Meet and exceed quarterly and annual revenue/quota through the management and execution of the Talkdesk sales process
- Develop a comprehensive sales strategy and a sales plan that ensures consistent achievement of objectives over the short- and long-term for your coverage model
- Build lasting, meaningful relationships with other members of management, team, and prospect/customer community
- Build and align with the Talkdesk sales Go-to-Market plan to develop and own accountability for region's market segmentation and targeted accounts
- Develop essential internal relationships to provide the support necessary to manage accounts and close deals
- Communicate accurate and realistic forecast information to the management team per our process and policy
- Communicate market reaction and needs back to headquarters in a productive manner
- Take an active role in solving problems, which involve other functional areas, instead of "dumping problems at the factory door"
- Take the lead in prioritizing the needs of customers so that engineering and other functional areas can focus on the right tasks and issues
Requirements:
- Travel required: 50%+
- Previous experience in selling Enterprise software solutions into Financial Services related accounts
- 8+ years of outside/direct sales experience carrying / exceeding quota, preferably SaaS
- Experience positioning through strategic value based selling
- Experienced in selling SaaS-based solutions, managing complex sales practices and solution-based selling to CXO, senior management and director-level individuals
- Analytical, with strong business acumen
- Flexible personality, able to adapt to surroundings
- Analytical and business deal-making capability, ability to ferret out opportunities, create positive relationships, find the hidden issues during due diligence, and bring the transaction to closure successfully
- Demonstrated track record in the planning, development, and implementation of new business activity involving leading-edge technology
- Proven ability to grow revenues to a substantial level and scale bookings growth and net-new customers
- Excellent communication and presentation skills
- Extensive negotiation and contract development experience
- Comfortable operating in a fast-paced, dynamic startup environment
- CCaaS knowledge is a plus
- BA/BS degree
Pay Range (OTE Pay): $320,000-360,000
Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
Retirement Benefits: 401(k) plan
Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.
Method of Application: Apply online.
Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 10/9/2026
Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
All questions or concerns about this posting should be directed to the Talent team at Talent@talkdesk.com.
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world's most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!
Work Environment and Physical Requirements:
Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.
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Find JobsRemote Financial Services Account Executive Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote financial services account executive jobs.
- 2-5 years of B2B or financial services sales experience
- Proven ability to manage and grow a portfolio of client accounts
- Series 6, 7, 63, or 65 FINRA license, or willingness to obtain
- Experience with CRM platforms such as Salesforce or Microsoft Dynamics
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including insurance, loans, or investment vehicles
Tips for Your Remote Financial Services Account Executive Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial services account executive openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through non-remote listings mixed in.
Show your remote sales process upfront
Remote hiring managers want to see how you manage a pipeline, follow up with prospects, and move deals forward without in-person contact. Document your CRM habits, response times, and async communication approach and reference them in your application materials.
Get licensed before you apply
Many remote financial services account executive roles require a Series 65, Series 7, or state insurance license before an offer is made. Holding the relevant license removes a common hiring delay and signals you can operate independently from day one.
Prepare for a multi-round virtual interview
Remote financial services employers typically run two to three video interview rounds, often including a mock sales call or case presentation. Practice delivering a concise value proposition on camera and confirm your audio and lighting are professional before each round.
Remote Financial Services Account Executive Jobs: Frequently Asked Questions
How do I get a remote financial services account executive job?
Target remote-first financial services firms, fintech companies, and distributed insurance or wealth management teams that have built their sales infrastructure around remote work. Remote employers in this space screen for strong written communication, comfort managing pipelines and client relationships asynchronously, and the self-direction to hit targets without in-office oversight. Candidates who can show documented results and demonstrate fluency with CRM tools and virtual meeting platforms stand out consistently.
Which companies hire remote financial services account executives?
Employers currently hiring remote financial services account executives include Talkdesk, BRAIN, and Windfall, per current remote listings on Migrate Mate as of November 2026. Remote-first fintechs, national insurance carriers, digital wealth management platforms, and distributed banking teams are the most active categories hiring financial services account executives fully remotely.
Can you get a remote financial services account executive job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to build client relationships and manage your own pipeline independently from day one. Fintech startups and remote-first insurance firms are your most realistic entry points. Candidates who show strong written communication, any client-facing or sales volunteer work, and familiarity with CRM platforms can offset limited formal experience meaningfully.
Do you need a degree for remote financial services account executive jobs?
Not always. Remote financial services employers weigh demonstrated sales results, relevant licenses such as Series 65 or state insurance licenses, and CRM proficiency heavily alongside or instead of a degree. Fintech and insurtech companies in particular are more likely to hire on the strength of a candidate's pipeline history, quota attainment record, and async communication skills than a specific credential.
See All 8 Remote Financial Services Account Executive Jobs
Find roles that match your experience and apply in just a few clicks.
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