Remote Financial Services Account Executive Jobs
Remote Financial Services Account Executive jobs are in active demand at remote-first companies and large distributed teams, including employers like Neo4j, Sinch, and RecordPoint, from junior to senior. Find a role that fits below and apply directly.
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Showing 5 of 7+ Remote Financial Services Account Executive jobs
Scope:
You will be responsible for:
- Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector.
- Develop and maintain a healthy pipeline to consistently achieve sales quotas.
- Execute a verticalized ABM strategy for accounts within your vertical.
- Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality.
- Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns.
- Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction.
- Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients.
- Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel.
- Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.
You will do:
- Conduct strategic outbound prospecting using Gong and LinkedIn to generate high-quality opportunities.
- Leverage data analytics and sales intelligence platforms to enhance targeting, personalize outreach, and increase the effectiveness of sales efforts.
- Execute compelling online product demos, clearly demonstrating value aligned with customer needs.
- Build and leverage MEDDPICC methodologies and buyer-centric sales processes to drive efficiency and success.
- Master the art of multithreading, building business cases, and empowering internal champions to sell internally when direct engagement is not possible.
- Manage the entire sales cycle from discovery calls to negotiations and deal closures.
- Represent RecordPoint at industry conferences, webinars, and networking events.
- Maintain meticulous CRM hygiene in Salesforce, tracking and forecasting opportunities accurately.
- Engage actively in team meetings, sharing insights and strategies to enhance team performance.
Who you are:
- Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges.
- 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector.
- Proven ability to manage complex sales cycles with multiple stakeholders.
- Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly.
- Familiarity with modern sales tools, especially Gong, LinkedIn Sales Navigator, and Salesforce.
- Experience with AI-driven sales enablement or intent data tools is highly desirable.
- Proven expertise in MEDDPICC qualification and buyer-centric sales processes.
- Demonstrated ability in multithreading sales cycles, building compelling business cases, and coaching internal champions.
- Experience conducting impactful online product demonstrations incorporating storytelling and customer value/impact.
- Strong negotiation skills, demonstrated success in closing complex enterprise software deals and a historical record of quota attainment.
- Entrepreneurial, proactive mindset with excellent organizational and time management skills.
- Natural curiosity and active listening capabilities to thoroughly understand and address customer needs.
Why RecordPoint:
- A flexible, remote-friendly work environment with a strong work-life balance
- Opportunities to grow and develop
- Fast-growth Australian-owned company
- A workplace where innovation is our way of life
- Personal Development budget for all staff
- Access to Employee Stock Ownership Plan
- 401K matching
- 20 days PTO/year from day 1
- Work on a product that makes a real social impact on the world
- Generous Parental Leave policy
- Global opportunities!
Know more:
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Scope:
You will be responsible for:
- Proactively identify, qualify, and close new business opportunities within enterprise and mid-market organizations in the Financial Services sector.
- Develop and maintain a healthy pipeline to consistently achieve sales quotas.
- Execute a verticalized ABM strategy for accounts within your vertical.
- Work closely with the SDR team, providing guidance on outreach strategies, collaborating on prospecting efforts, and sharing market insights to improve overall lead quality.
- Partner with Marketing to effectively manage inbound leads and execute targeted outreach campaigns.
- Collaborate cross-functionally with Customer Success to ensure smooth customer onboarding and long-term satisfaction.
- Provide insightful input to refine messaging, positioning, and GTM strategies for enterprise and mid-market clients.
- Use our state of the art Sales and Marketing technology stack to move prospects efficiently through the funnel.
- Deploy MEDDPICC to map out sales qualification stages and increase deal velocity.
You will do:
- Conduct strategic outbound prospecting using Gong and LinkedIn to generate high-quality opportunities.
- Leverage data analytics and sales intelligence platforms to enhance targeting, personalize outreach, and increase the effectiveness of sales efforts.
- Execute compelling online product demos, clearly demonstrating value aligned with customer needs.
- Build and leverage MEDDPICC methodologies and buyer-centric sales processes to drive efficiency and success.
- Master the art of multithreading, building business cases, and empowering internal champions to sell internally when direct engagement is not possible.
- Manage the entire sales cycle from discovery calls to negotiations and deal closures.
- Represent RecordPoint at industry conferences, webinars, and networking events.
- Maintain meticulous CRM hygiene in Salesforce, tracking and forecasting opportunities accurately.
- Engage actively in team meetings, sharing insights and strategies to enhance team performance.
Who you are:
- Proven background in solution selling and strong ability to position and articulate value-based solutions tailored to customer challenges.
- 5-10 years of SaaS sales experience, ideally selling to enterprise and mid-market clients within the FSI sector.
- Proven ability to manage complex sales cycles with multiple stakeholders.
- Exceptional communication and presentation skills, with an ability to articulate technical concepts clearly.
- Familiarity with modern sales tools, especially Gong, LinkedIn Sales Navigator, and Salesforce.
- Experience with AI-driven sales enablement or intent data tools is highly desirable.
- Proven expertise in MEDDPICC qualification and buyer-centric sales processes.
- Demonstrated ability in multithreading sales cycles, building compelling business cases, and coaching internal champions.
- Experience conducting impactful online product demonstrations incorporating storytelling and customer value/impact.
- Strong negotiation skills, demonstrated success in closing complex enterprise software deals and a historical record of quota attainment.
- Entrepreneurial, proactive mindset with excellent organizational and time management skills.
- Natural curiosity and active listening capabilities to thoroughly understand and address customer needs.
Why RecordPoint:
- A flexible, remote-friendly work environment with a strong work-life balance
- Opportunities to grow and develop
- Fast-growth Australian-owned company
- A workplace where innovation is our way of life
- Personal Development budget for all staff
- Access to Employee Stock Ownership Plan
- 401K matching
- 20 days PTO/year from day 1
- Work on a product that makes a real social impact on the world
- Generous Parental Leave policy
- Global opportunities!
Know more:
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
See All 7 Remote Financial Services Account Executive Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Financial Services Account Executive Job Market
Who's Hiring
- Neo4j4
- Sinch1
- RecordPoint1
- Nice & Neat Lawncare1
Top Industries Hiring
- Technology & Software5
- Telecommunications1
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
Quantify your book of business
Hiring managers in financial services want numbers, not narratives. Replace phrases like 'grew revenue' with the actual portfolio size you managed, the number of accounts you closed, and the retention rate you maintained across your client base.
Match your licenses to each posting
Many postings specify Series 6, 7, 63, or 65 licenses, and some require property and casualty credentials. Scan the requirements section carefully and list only the licenses you actually hold in a dedicated credentials line near the top of your resume.
Apply early to roles that fit
Migrate Mate lists financial services account executive openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by client segment focus
Financial services AE roles differ sharply between small-business, mid-market, and enterprise books. Search postings for terms like 'SMB,' 'commercial,' or 'institutional' to find roles that match the client tier you already have experience working with.
Prepare a deal-story answer in advance
Interviewers in this space almost always ask you to walk through a complex deal or difficult client situation from start to close. Rehearse one story that covers the prospect's objections, your solution approach, and the final outcome, keeping it under three minutes.
Negotiate using comp structure, not just base
Financial services AE offers frequently split compensation between base, commission tier, and renewal overrides. Before your final conversation, understand each component so you can negotiate the commission rate or accelerator threshold rather than anchoring only on base salary.
Remote Financial Services Account Executive Jobs: Frequently Asked Questions
How do I get a remote financial services account executive job?
Target companies that already run distributed teams, since they hire remotely by default and know how to onboard someone they never meet in person. Remote financial services account executive employers screen hard for self-direction and clear written communication on top of the core skills, so show evidence you can own work without someone over your shoulder. Apply to the openings above that match your experience.
Which companies hire remote financial services account executives?
Employers currently hiring remote financial services account executives include Neo4j, Sinch, and RecordPoint, per current remote listings on Migrate Mate as of June 2026. Remote-first firms and large companies running distributed teams post the most remote financial services account executive roles.
Can you get a remote financial services account executive job with no experience?
Yes, but it is harder than an on-site role, because remote work expects you to operate independently from the start. Entry-level remote financial services account executive openings do exist, especially at remote-first companies, and a portfolio of real work helps more than a long resume. Applying broadly to the roles that fit improves your odds.
Do you need a degree for remote financial services account executive jobs?
Not always. Many employers hire remote financial services account executives on demonstrated skills and prior work rather than a specific degree, though some larger companies still prefer one. Showing relevant results matters more than a credential for most remote financial services account executive roles.
Which industries hire the most remote financial services account executives?
The sectors hiring the most remote financial services account executives are Technology & Software and Telecommunications, based on current remote listings on Migrate Mate as of June 2026. These sectors run distributed teams and hire financial services account executives remotely most consistently.
See All 7 Remote Financial Services Account Executive Jobs
Find roles that match your experience and apply in just a few clicks.
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