Financial Sales Representative

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Facet

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Financial Planning • CFP • Investing • Community • Financial Wellness

201 - 500

Description

• As a Financial Sales Representative at Facet, you will play a crucial role in helping prospective members understand the value of professional financial planning and guiding them through the onboarding process. • Your primary responsibility will be to engage with potential members via various communication channels, building relationships and effectively conveying how Facet can assist them in reaching their financial goals. • This position requires someone who is passionate about helping others, possesses strong sales skills, and thrives in a fast-paced environment. • You will be the first point of contact for potential members, and your ability to communicate effectively will set the tone for their experience with Facet. • 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.

Requirements

• Minimum of 2+ years of experience in financial sales. • Comfortable making outbound dials to warm sales lead • Strong interpersonal and communication skills, both written and verbal. • A commitment to providing exceptional member service and support. • Ability to work independently while collaborating with a team. • Experience in the financial services industry with a solid understanding of financial planning concepts. • Proficiency in using digital communication tools and software. • Willingness to adjust working hours to suit member availability, including evenings and weekends. • Possessing a strong member-first attitude and demonstrating personal integrity.

Benefits

• $120,000 OTE ($55,000 base salary) 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 United States