Account Executive

• 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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