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.

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.

Competitive Compensation: $170,000-$220,000 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

Senior Financial Sales Representative – Weekend Sales

Key skills