Sales Account Executive

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Facet

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2016

Acreditamos que o planejamento financeiro, quando bem feito, é essencial para viver bem. É por isso que criamos a Facet. Nossa missão é melhorar a vida de milhões de americanos oferecendo conselhos e serviços financeiros imparciais e inestimáveis a um valor acessível de associação. Divulgações: https://facetwealth.com/legal-documents/social-media-disclosure/

Descrição

• Have high-value consultations with leads provided by our robust lead-generation engine. • Act as the primary point of contact for new, qualified leads, guiding prospects through a life-changing decision via video, phone, and email. • Clearly explain Facet’s unique flat-fee membership model and how it bridges the gap between a prospect's current financial stress and their future goals. • Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a seamless journey for our members. • Engage in structured professional development, including weekly group training on key topics and weekly 1:1s focused on your personal evolution.

🎯 Requisitos

• 5+ years of B2C sales experience, preferably in financial services or fintech, with a track record of exceeding quotas. • Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning). • A deep passion for learning; you view sales as a sophisticated skillset requiring constant refinement. • Excellent listener with the ability to build rapport and guide prospects through complex emotional and financial decisions. • Proficient with CRM software (Salesforce) and comfortable in a remote-first, digitally-focused environment. • Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.

🏖️ Benefícios

• 5+ years of B2C sales experience, preferably in financial services or fintech, with a track record of exceeding quotas. • Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning). • A deep passion for learning; you view sales as a sophisticated skillset requiring constant refinement. • Excellent listener with the ability to build rapport and guide prospects through complex emotional and financial decisions. • Proficient with CRM software (Salesforce) and comfortable in a remote-first, digitally-focused environment. • Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.