Graphic Communications Sales Specialist
Ricoh UK
Senior Financial Sales Representative
Facet
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $195,000 per year
Job Level
Senior
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.
