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Facet · 4 months ago

Senior Financial Sales Representative

United States

Full-time

Remote

Senior Level

Facet is a fast-growing fintech company revolutionizing personal finance, aiming to provide unbiased and personalized financial advice. They are seeking a highly motivated Senior Financial Sales Representative to connect with individuals, introduce them to Facet's financial planning services, and help expand their member base.

AdviceFinanceFinancial ServicesWealth Management

Responsibilities

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