Sales Account Executive

🕒 February 28

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Facet

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.