Remote Financial Sales Consultant

Summary

Join our team as a Financial Sales Consultant to work directly with prospective members, convey Facet's value, and select the correct membership for a successful member experience. We're looking for sales-experienced individuals who are passionate about helping people reach their financial goals and providing an exceptional member experience.

Requirements

• 3+ years of financial sales experience
• Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections

Responsibilities

• Work directly with prospective members via videoconference, phone and email
• Act as a first step in helping potential members achieve their goals by explaining Facet’s planning process and managing expectations of both Planners and members
• Professionally and objectively help potential members understand how custom financial planning and working with our Planners can enhance their quality of life
• Assist in translating your experience with potential members to Planners for a smooth transition to the planning process

Preferred Qualifications

• Ability to work nights/weekends as needed based on member availability
• Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts
• Excellent written and verbal communication skills
• Superior interpersonal, organizational, and member service skills
• Member first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility

Benefits

• $75,000 base salary ($195,000 OTE with uncapped earnings)
• Equity
• Flexible PTO
• Medical, dental, and vision insurance
• 401(k) with employer match
• Short and long term disability coverage (paid by Facet)
• Life insurance options
• Paid parental leave
• Certification reimbursement program
• Work from anywhere in the US