Sales Consultant

Meet Peak Financial Planning:

At Peak Financial Planning, we help people within 5 years of retirement answer the biggest financial questions of their lives.

When should I claim Social Security?

How much can I safely spend?

How do I reduce taxes in retirement?

Am I going to be okay?

Most financial firms lead with investment management.

We don’t.

We lead with planning.

Our clients pay $8,000 for a four-month, project-based financial plan that gives them a comprehensive retirement roadmap covering Social Security timing, tax-efficient withdrawal strategies, healthcare planning, investment alignment, withdrawal sequencing, and more.

We are a fast-growing, fully remote financial planning firm, and every prospect we work with finds us organically through our content.

Our prospects come to us through our YouTube channel, website, email list, and educational content. By the time they book a consultation, they already know who we are, how we think, and what we believe.

The proof is in our growth:

• Approximately 100 qualified prospect consultations booked every month
• A YouTube audience of 70,000+ subscribers
• A growing national client base of retirees and pre-retirees
• A fully remote team serving clients across the country
• A planning-first model in an industry still dominated by investment-first advice

We believe in honesty, clarity, high standards, and helping people make good financial decisions.

If that resonates, you’ll feel at home here.

As a Sales Consultant, you’ll be responsible for selling our $8,000 project-based financial plans to qualified prospects who have already raised their hand.

You will be one of the first human touchpoints a prospect has with Peak, and you’ll play a major role in maintaining and growing the Peak Financial Planning brand.

Sales Team Vision:

We are building a world-class consultative sales team inside a fiduciary financial planning firm.

Meaning: we are looking for people who can combine financial planning knowledge, wealth management sales experience, emotional intelligence, follow-up discipline, and high personal standards.

This is not a traditional advisor role.

You won’t be building plans, running projections, preparing recommendations, or managing client portfolios. We have a dedicated advisory and planning team for that.

This is a sales role.

We are looking for someone who has already sold financial planning, wealth management, retirement planning, investment advisory, insurance/annuity planning, or a similar high-trust financial service.

You do not need to be a CFP® to be considered.

But you do need to understand how people buy financial advice, how to explain the value of planning, and how to guide a qualified prospect through a serious financial decision.

If you do hold the CFP® designation, that gives you a major edge. You’ll be able to answer deeper planning questions from knowledge, build trust faster, and speak the language of the prospects we serve.

For candidates who currently hold the CFP® designation, Peak will offer a $25,000 signing bonus.

We want someone who can turn complexity into clarity and help the right people confidently move forward.

Who this is for:

• You have sold financial planning, wealth management, retirement planning, investment advisory, insurance/annuity planning, or another high-trust financial service.
• You know how to guide people through a serious financial decision without pressure.
• You can explain complex financial concepts in simple, relatable language.
• You are comfortable speaking with people who are within 5 years of retirement and making major life decisions.
• You have strong follow-up discipline and know how to manage a pipeline.
• You want to build a serious sales career inside a fast-growing financial planning firm.
• You are comfortable adopting new technologies quickly

What we offer you:

• Warm, qualified prospects who already know Peak through our content
• Uncapped commissions
• Daily Sales Training & 1-1 coaching
• A clear sales process built around education, trust, and fit
• Strong compensation with performance-based upside
• A $25,000 signing bonus for candidates who currently hold the CFP® designation

What we expect from you:

Responsibilities:

• High work ethic
• Follow our proven sales process
• Train with your coach daily
• Manage your pipeline & follow up properly
• Admin work for data collection
• Be a team player

Results:

• Minimum of 25 clients signed a month
• Minimum of a 30% close rate

Requirements:

• Prior experience selling financial planning, wealth management, retirement planning, investment advisory, insurance/annuity planning, or a similar financial service
• Strong understanding of how prospects evaluate and buy financial advice
• Self-sufficient and able to properly manage one’s own time
• Excellent verbal communication skills
• Excellent follow-up and CRM discipline
• Self-motivated, organized, and accountable
• Comfortable working remotely

Location:

• Fully remote
• United States
• Pacific Time Zone working hours

Compensation:

• $50,000 base salary + uncapped commission
• Performance-based commission
• Expected commission: $95,000-$110,000 per year
• Expected total compensation: $145,000-$160,000
• $25,000 signing bonus for candidates who currently hold the CFP® designation

Benefits:

• Health insurance offered
• Peak pays 50% of employee premium
• 401(k) with 3% employer contribution
• Monday-Friday schedule
• Fully remote team

How to Apply:

This is a two-step application process. Both steps are required.

Step 1: Submit Your Application

Apply through our Indeed job listing. Upload your resume and complete the application.

Step 2: Submit a Loom Video

After submitting your application, you will receive a message asking you to submit a short Loom video.

In the video, please answer the following three questions:

• What is your past experience selling financial planning, wealth management, or another high-trust financial service?
• Why do you think you’d be able to sell Peak’s project-based financial plans?
• Tell us anything unique or interesting about yourself that would help us decide whether to move you forward in the interview process.

Important:

If you do not submit a Loom video, your application will not be reviewed.

We will not reach out to candidates who skip this step.

This is intentional. We are looking for people who follow through, communicate well on camera, and are genuinely excited about this opportunity.

Want to Learn More About Us?

YouTube: http://youtube.com/@EricAtThePeakFP

Website: http://www.ThePeakFP.com

Pay: $90,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Paid training
• Work from home

Application Question(s):

• Are you able to work Pacific Time Zone Hours (9am - 5pm PST)
• Please provide a link to your LinkedIn profile.
• If you received an offer today and accepted, how many weeks would you need before you could start?
• Do you have any professional commitments that might conflict or interfere with full-time employment at Peak Financial Planning? (Examples: current clients, outside business activities, part-time advisory work, insurance sales, consulting, or other employment)
• How many years of sales experience do you have?
• How many years of financial services sales experience do you have?
• Which of the following have you sold before?

Select all that apply.
Financial planning
Wealth management
Investment advisory services
Retirement planning
Insurance
Annuities
Tax planning
Estate planning
Coaching / consulting
Other high-ticket service
None of the above

• What product or service have you sold, and at what typical price point?

(Please be specific. Example: “$5,000 financial plan,” “1% AUM wealth management,” “$10,000 coaching program,” etc.)

• Have you sold to retirees or pre-retirees before?
• Do you currently hold the CFP® designation?
• Do you currently hold any securities or insurance licenses?
• Have you been part of any formal sales training programs?

If yes, which sales training programs or methodologies have you been trained in?

• What CRM systems have you used?
• REQUIRED (We will NOT review or respond to applicants who do not complete this request):

Submit a 1-2 minute video using www.LOOM.com introducing yourself and explaining why you think you are the right fit for this role. Please answer these three questions in your video:

What is your past experience selling financial planning, wealth management, or another high-trust financial service?
Why do you think you’d be able to sell Peak’s project-based financial plans?
Tell us anything unique or interesting about yourself that would help us decide whether to move you forward. Please put the link here or send the link to Karen@thepeakfp.com with subject line: Sales Consultant Loom Video

Work Location: Remote