Financial Sales Representative

Summary

Join Facet as a Financial Sales Representative and play a crucial role in helping prospective members understand the value of professional financial planning. You will engage with potential members through various communication channels, building relationships and effectively conveying Facet's value. This position requires strong sales skills and a passion for helping others. You'll be the first point of contact for potential members, setting the tone for their experience. The role demands excellent communication and the ability to manage a pipeline of prospects. Facet offers a competitive compensation package and a flexible work environment.

Requirements

• Minimum of 2+ years of experience in financial sales
• Comfortable making outbound dials to warm sales lead
• Strong interpersonal and communication skills, both written and verbal
• A commitment to providing exceptional member service and support
• Ability to work independently while collaborating with a team

Responsibilities

• Conducting meetings with prospective members through video calls, phone calls, and emails
• Managing a pipeline of interested prospects by scheduling meetings through text, email, and outbound dials
• Explaining Facet's planning process and managing member expectations
• Helping potential members understand how personalized financial planning can improve their quality of life
• Facilitating smooth transitions to our financial planners by clearly communicating member needs and expectations

Preferred Qualifications

• Experience in the financial services industry with a solid understanding of financial planning concepts
• Proficiency in using digital communication tools and software
• Willingness to adjust working hours to suit member availability, including evenings and weekends
• Possessing a strong member-first attitude and demonstrating personal integrity

Benefits

• $120,000 OTE ($55,000 base salary) 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 United States