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.

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.
  
  

Requirements

• A Seasoned Sales Professional: You have 5 years of B2C sales experience, preferably in financial services, fintech, or a related field. You have a track record of consistently exceeding sales quotas.
• A Financial Services Expert: You have a strong understanding of financial planning concepts, including retirement, investments, insurance, and debt management.
• Growth Seeker: Deep passion for learning and personal development
• A Master Communicator: You are an excellent listener with the ability to clearly and persuasively communicate complex ideas. You are comfortable building rapport and trust with individuals from diverse backgrounds.
• Tech-Savvy: You are proficient with CRM software and are comfortable with a remote, digitally-focused work environment.
• A Self-Starter: You are highly motivated, disciplined, and able to manage your time effectively in a remote setting. You thrive in an autonomous environment and take ownership of your results.
  
  

Benefits

• Competitive Compensation: $170,000-$220,000 On-Target Earnings (OTE) with uncapped earning potential ($70,000-$80,000 base salary).
• Ownership: Equity in a rapidly growing company.
• Take the Time Off you Need: Flexible Paid Time Off (PTO).
• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, company-paid short and long-term disability, life insurance options, and paid parental leave.
• Professional Development: Certification and education reimbursement program
• Location Flexibility: Work from anywhere in the United States
• Impactful Work: Contribute to a mission-driven company that's transforming the financial lives of individuals nationwide