Senior Financial Sales Representative – Weekend Sales
Facet
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2C salesfinancial planningretirement planninginvestment managementinsurance knowledgedebt managementsales quotasconsultative salesobjection handlingsales cycle management
Soft Skills
communicationlisteningrapport buildingtrust buildingmotivationdisciplinetime managementautonomypersonal developmentgrowth mindset