Peak Financial Planning
Fully remote | United States | Pacific Time hours

Sales Consultant Application

Sell serious retirement planning to warm, qualified prospects.

Peak Financial Planning is hiring a consultative sales professional to help qualified pre-retirees and retirees decide whether our $8,000 project-based financial plan is the right fit.

Apply now See our YouTube channel
$50,000 base + uncapped commissionExpected total compensation: $145,000-$160,000
$25,000 CFP signing bonusFor candidates who currently hold the CFP designation
Warm inbound prospectsProspects already know Peak through our content
Fully remoteUnited States, Pacific Time Zone working hours

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 will feel at home here.

Sales Consultant Role

As a Sales Consultant, you will 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 will 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 will not 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 will 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 and 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 and 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, Compensation, and Benefits

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
  • Paid time off
  • Paid training
  • Work from home

How to Apply

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

Step 1: Submit Your Application

Complete the application below. If you are also applying through an external job listing, upload your resume and complete that application as well.

Step 2: Submit a 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 would 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?

Apply for the Role

All required fields must be completed. The Loom/video link is mandatory.

Which of the following have you sold before? *

Select all that apply.

Submit a 1-2 minute Loom/video link. Your video should answer the three required questions listed below.

Your video must answer these three questions
  • What is your past experience selling financial planning, wealth management, or another high-trust financial service?
  • Why do you think you would be able to sell Peak's project-based financial plans?
  • What is something unique or interesting about yourself that would help us decide whether to move you forward?

PDF, DOC, or DOCX files only.

Peak Financial Planning will review complete applications only. Incomplete submissions, including submissions without a Loom/video link, will not be reviewed.