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Facet · 5 months ago

Director of Membership

United States

Full-time

Remote

Lead/Staff

Facet is a fast-growing fintech company revolutionizing personal finance. They are seeking a highly motivated and results-driven Senior Financial Sales Representative to connect with individuals and introduce them to the value of Facet's modern financial planning services.

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