[ref. l17420402] Financial Sales Consultant

You will be responsible for conveying Facet’s value to prospects and selecting the correct membership for a successful member experience.

With that said, we are looking for people that:

• Love helping people reach their financial goals and are passionate about providing an exceptional member experience
• Have sales experience and thrive under pressure providing calm amongst the chaos for prospective members
• Are growth seekers, always looking for more effective ways to engage with members and move Facet’s mission forward
• Are process-oriented and diligent (coordinating and running lots of outreach processes)

Day-To-Day Responsibilities:

• Work directly with prospective members via videoconference, phone and email.
• Act as a first step in helping potential members achieve their goals by explaining Facet’s planning process and managing expectations of both Planners and members
• Professionally and objectively help potential members understand how custom financial planning and working with our Planners can enhance their quality of life
• Assist in translating your experience with potential members to Planners for a smooth transition to the planning process

Requirements

Basic Qualifications:

• 3+ years of financial sales experience
• Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections
• If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed

Preferred Qualifications:

• Ability to work nights/weekends as needed based on member availability
• Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts
• Excellent written and verbal communication skills
• Superior interpersonal, organizational, and member service skills
• Member first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
• Willingness to work independently with guidance and oversight from a team coach
• Excellent computer skills along with the ability to learn in-house software and tools

• $75,000 base salary ($195,000 OTE) 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 US