Facet · 4 hours ago
Financial Sales Representative
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $120K/yr
2+ years exp
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Insider Connection @Facet
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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
Qualification
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Required
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
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
Equity
Flexible PTO
Medical, dental, and vision insurance
401(k) with employer match
Short and long term disability coverage (paid by Facet)
Life insurance options
Paid parental leave
Certification reimbursement program
Work from anywhere in the United States
Company
Facet
Facet provides financial planning and advice tailored to individual needs and goals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$193MKey Investors
Multiplier CapitalDurable Capital PartnersWarburg Pincus
2024-10-08Series Unknown· $10M
2024-10-08Debt Financing· $25M
2021-12-27Series C· $100M
Leadership Team
Anders Jones
CEO & Co-Founder
Brent Weiss
Co-Founder, Head of Financial Wellness
Recent News
2024-11-07
2024-10-16
FinTech Futures
2024-10-11
Company data provided by crunchbase
