Financial Sales Representative @Facet
Sales / Business
Salary
Remote Location
🇺🇸 USA Only
Job Type Full-time
Posted 3wks ago
🙈  Does this job need an edit?

[Hiring] Financial Sales Representative @Facet

Nov 19, 2024 - Facet is hiring a remote Financial Sales Representative. 💸 Salary: $120,000 ote ($55,000 base salary) with uncapped earnings. 📍Location: USA.

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.

Key Responsibilities:

  • 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

Required Qualifications:

  • 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.

Preferred Qualifications:

  • 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


About the company

We’re building a human-centric approach to financial planning – and opening up financial advice to an enormous market of underserved people. As one of the fastest-growing financial services companies, we’re looking for exceptional talent to bring our technology and service to millions of Americans. Are you ready for the most rewarding job of your life?

About The Company
Before You Apply
🇺🇸 Be aware of the location restriction for this remote position: USA Only
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
🙈  Does this job need an edit?
Financial Sales Representative @Facet
Sales / Business
Salary
Remote Location
🇺🇸 USA Only
Job Type Full-time
Posted 3wks ago
🙈  Does this job need an edit?
Apply for this position Unlock 33,652 Remote Jobs
🇺🇸 Be aware of the location restriction for this remote position: USA Only
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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