Financial Sales Representative

Summary

Join Facet as a Remote Financial Sales Representative and become the primary point of contact for prospective members, guiding them toward financial well-being. Leverage your sales expertise and passion to educate potential members about our financial planning services. Build strong relationships, understand individual needs, and showcase how Facet improves financial futures. This role is ideal if you enjoy making a difference and thriving in a fast-paced environment. Your positive attitude and excellent communication will create a positive member experience. You will conduct meetings, manage prospect pipelines, explain Facet's planning process, and facilitate smooth transitions to financial planners. A passion for helping others achieve their financial goals is essential.

Requirements

• Minimum 2+ years of proven success in financial sales or a related consultative sales role
• Exceptional communication and interpersonal skills, both written and verbal, with the ability to build rapport and influence decision-making
• Demonstrated ability to confidently conduct outbound calls and manage a sales pipeline
• Self-motivated and able to work independently while contributing to a collaborative team environment
• Proven ability to learn and explain complex financial concepts in simple terms
• A genuine passion for empowering individuals to achieve their financial goals

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 strong understanding of financial planning principles
• Proficiency with CRM systems and digital communication tools
• Flexibility to adjust working hours to accommodate member availability, including evenings and weekends
• A history of exceeding sales goals

Benefits

• Competitive Compensation: $120,000 On-Target Earnings (OTE) with uncapped earning potential ($60,000 base salary)
• Ownership: Equity in a rapidly growing company
• Take the Time Off you Need: Flexible Paid Time Off (PTO)
• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, company-paid short and long-term disability, life insurance options, and paid parental leave
• Professional Development: Certification and education reimbursement program
• Location Flexibility: Work from anywhere in the United States