Financial Sales Consultant

4 days ago

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Facet

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Financial Planning • CFP • Investing • Community • Financial Wellness

201 - 500

Description

• As a Financial Sales Consultant (internal title: Senior Manager of Membership), you will be responsible for working directly with our prospective members to bring them onboard at Facet. • Our onboarding process allows you to share Facet’s mission and how working with Facet can enrich their lives beyond expectation. • You will be responsible for conveying Facet’s value to prospects and selecting the correct membership for a successful member experience. • Day-To-Day Responsibilities: • Work directly with prospective members via videoconference, phone and email. • Act as a first step in helping potential members achieve their goals by explaining Facet’s planning process and managing expectations of both Planners and members. • Professionally and objectively help potential members understand how custom financial planning and working with our Planners can enhance their quality of life. • Assist in translating your experience with potential members to Planners for a smooth transition to the planning process.

Requirements

• 3+ years of financial sales experience • Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections • If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed • Ability to work nights/weekends as needed based on member availability • Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts • Excellent written and verbal communication skills • Superior interpersonal, organizational, and member service skills • Member first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility • Willingness to work independently with guidance and oversight from a team coach • Excellent computer skills along with the ability to learn in-house software and tools

Benefits

• $75,000 base salary ($195,000 OTE) with uncapped earnings • Equity • Flexible PTO • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave • Certification reimbursement program • Work from anywhere in the US