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Financial Sales Representative @Facet

[Hiring] Financial Sales Representative @Facet

Mar 25, 2025 - Facet is hiring a remote Financial Sales Representative. 💸 Salary: $120,000 on-target earnings (ote) with uncapped earning potential. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

As a Remote Financial Sales Representative at Facet, you'll be the crucial first point of contact for prospective members, guiding them on their journey to financial well-being. You'll leverage your sales expertise and passion for helping others to educate potential members on the value of our comprehensive financial planning services. You'll build meaningful relationships, understand their unique needs, and demonstrate how Facet can transform their financial futures.

If you're energized by the opportunity to make a real difference in people's lives and thrive in a high-growth environment, this is the perfect role for you. As the first impression of Facet, your passion for helping others and your exceptional communication skills will set the stage for a transformative member experience.

  • 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.

Qualifications

  • Minimum 2+ years of proven success in financial sales or a related consultative sales role.
  • Exceptional communication and interpersonal skills, both written and verbal, with the ability to build rapport and influence decision-making.
  • Demonstrated ability to confidently conduct outbound calls and manage a sales pipeline.
  • Self-motivated and able to work independently while contributing to a collaborative team environment.
  • Proven ability to learn and explain complex financial concepts in simple terms.
  • A genuine passion for empowering individuals to achieve their financial goals.

Requirements

  • Experience in the financial services industry with a strong understanding of financial planning principles (preferred).
  • Proficiency with CRM systems and digital communication tools (preferred).
  • Flexibility to adjust working hours to accommodate member availability, including evenings and weekends (preferred).
  • A history of exceeding sales goals (preferred).

Benefits

  • Competitive Compensation: $120,000 On-Target Earnings (OTE) with uncapped earning potential ($60,000 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.

Company Description

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?

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Before You Apply
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Financial Sales Representative @Facet
Sales / Business
Salary 💸 $120,000 on-target earnings (ote) with uncapped earning potential
Remote Location
USA
Job Type full-time
Posted Mar 25, 2025
Apply for this position Unlock 54,301 Remote Jobs
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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