As a Financial Sales Representative at Facet, you will engage with potential members, helping them understand the value of financial planning, managing a pipeline of prospects, and facilitating their transition to financial planners.
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.
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.
- $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
Top Skills
Digital Communication Tools
Financial Planning Concepts
Financial Sales
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