Senior Financial Sales Representative

August 20

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Facet

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We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

201 - 500 employees

Founded 2016

📋 Description

• Act as the primary point of contact for new, qualified leads, conducting consultative sales through video calls, phone calls & emails to understand their financial goals and challenges. • Articulate Facet's unique value proposition, clearly explaining our flat-fee membership model and how it differs from traditional, AUM-based financial advisory services. • Lead the entire sales cycle from initial discovery meeting to closing, effectively addressing objections and building trust with potential members in a remote setting. • Exceed individual sales targets and contribute to team goals. • Maintain meticulous records in our CRM (e.g., Salesforce) to track all sales activities and progress.

🎯 Requirements

• A Seasoned Sales Professional: You have 5+ years of B2C sales experience, preferably in financial services, fintech, or a related field. You have a track record of consistently exceeding sales quotas. • A Financial Services Expert: You have a strong understanding of financial planning concepts, including retirement, investments, insurance, and debt management. • Growth Seeker: Deep passion for learning and personal development • A Master Communicator: You are an excellent listener with the ability to clearly and persuasively communicate complex ideas. You are comfortable building rapport and trust with individuals from diverse backgrounds. • Tech-Savvy: You are proficient with CRM software and are comfortable with a remote, digitally-focused work environment. • A Self-Starter: You are highly motivated, disciplined, and able to manage your time effectively in a remote setting. You thrive in an autonomous environment and take ownership of your results.

🏖️ Benefits

• Competitive Compensation: $150,000-$195,000 On-Target Earnings (OTE) with uncapped earning potential ($70,000-$80,000 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 • Impactful Work: Contribute to a mission-driven company that's transforming the financial lives of individuals nationwide