Remote Financial Sales Representative

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
60K-120K Annually
Junior
Fintech • Software • Financial Services
The Role
The Remote Financial Sales Representative engages prospective members to educate them on financial planning services, managing a sales pipeline, and facilitating communication with financial planners.
Summary Generated by Built In

Description

As a Remote Financial Sales Representative at Facet, you'll be the crucial first point of contact for prospective members, guiding them on their journey to financial well-being. You'll leverage your sales expertise and passion for helping others to educate potential members on the value of our comprehensive financial planning services. You'll build meaningful relationships, understand their unique needs, and demonstrate how Facet can transform their financial futures. 

If you're energized by the opportunity to make a real difference in people's lives and thrive in a high-growth environment, this is the perfect role for you. As the first impression of Facet, your passion for helping others and your exceptional communication skills will set the stage for a transformative member experience.

Key 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.
Requirements

Required Qualifications:

  • Minimum 2+ years of proven success in financial sales or a related consultative sales role
  • Exceptional communication and interpersonal skills, both written and verbal, with the ability to build rapport and influence decision-making.
  • Demonstrated ability to confidently conduct outbound calls and manage a sales pipeline
  • Self-motivated and able to work independently while contributing to a collaborative team environment.
  • Proven ability to learn and explain complex financial concepts in simple terms
  • A genuine passion for empowering individuals to achieve their financial goals

Preferred Qualifications:

  • Experience in the financial services industry with a strong understanding of financial planning principles
  • Proficiency with CRM systems and digital communication tools.
  • Flexibility to adjust working hours to accommodate member availability, including evenings and weekends
  • A history of exceeding sales goals
Benefits
  • Competitive Compensation: $120,000 On-Target Earnings (OTE) with uncapped earning potential ($60,000 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

Top Skills

Crm Systems
Digital Communication Tools
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Baltimore, Maryland
208 Employees
On-site Workplace
Year Founded: 2016

What We Do

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordable membership fee.
Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/

Similar Jobs

Remote
El Centro, CA, USA
6 Employees

FloQast Logo FloQast

Account Manager

Fintech • Software
Remote
2 Locations
800 Employees
65K-90K Annually

Atlassian Logo Atlassian

Account Manager, Public Sector

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Remote
New York, NY, USA
11000 Employees
92K-149K Annually
Remote
2 Locations
2000 Employees
124K-237K Annually

Similar Companies Hiring

True Anomaly Thumbnail
Software • Machine Learning • Hardware • Defense • Artificial Intelligence • Aerospace
Colorado Springs, CO
131 Employees
Caliola Engineering Thumbnail
Software • Machine Learning • Hardware • Defense • Data Privacy • App development • Aerospace
Colorado Springs, CO
53 Employees
Red 6 Thumbnail
Virtual Reality • Software • Hardware • Defense • Aerospace
Orlando, Florida
113 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account