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Sr. Financial Sales Representative - Weekend Sales 4 10s - Remote Eligible

Close weekend sales leads and achieve annual quota while working remotely
Remote
Senior
$170,000 – 220,000 USD / year
6 hours agoBe an early applicant
Facet

Facet

Provides personalized, subscription-based financial planning and investment management virtually through dedicated CFP professionals for mass-affluent households.

Senior Financial Sales Representative

Facet is a fast-growing fintech company revolutionizing personal finance. We're building a future where everyone may enrich their lives beyond expectation through our powerful combination of cutting-edge technology and personalized guidance in a remote environment.

We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People's financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible.

The Opportunity: We are seeking a highly motivated and results-driven Senior Financial Sales Representative to join our sales team. This is a crucial role responsible for connecting with individuals and introducing them to the value of Facet's modern, comprehensive financial planning services. You will be a key player in expanding our member base, guiding prospective members through the sales funnel, and helping them understand how our flat-fee membership can transform their financial future.

This is a weekend shift working either Thursday-Sunday or Saturday-Tuesday 10 hour days.

What You'll Do:

  • 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.
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Sr. Financial Sales Representative - Weekend Sales 4 10s - Remote Eligible
Remote
$170,000 – 220,000 USD / year
Sales
About Facet
Provides personalized, subscription-based financial planning and investment management virtually through dedicated CFP professionals for mass-affluent households.