Facet
Financial planning for every facet of your life.
Sales Account Executive
Location
United States
Posted
16 days ago
Salary
Not specified
5 yrs expEnglish
Job Description
• Have high-value consultations with leads provided by our robust lead-generation engine.
• Act as the primary point of contact for new, qualified leads, guiding prospects through a life-changing decision via video, phone, and email.
• Clearly explain Facet’s unique flat-fee membership model and how it bridges the gap between a prospect's current financial stress and their future goals.
• Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a seamless journey for our members.
• Engage in structured professional development, including weekly group training on key topics and weekly 1:1s focused on your personal evolution.
Job Requirements
- 5+ years of B2C sales experience, preferably in financial services or fintech, with a track record of exceeding quotas.
- Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning).
- A deep passion for learning; you view sales as a sophisticated skillset requiring constant refinement.
- Excellent listener with the ability to build rapport and guide prospects through complex emotional and financial decisions.
- Proficient with CRM software (Salesforce) and comfortable in a remote-first, digitally-focused environment.
- Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.
Benefits
- 5+ years of B2C sales experience, preferably in financial services or fintech, with a track record of exceeding quotas.
- Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning).
- A deep passion for learning; you view sales as a sophisticated skillset requiring constant refinement.
- Excellent listener with the ability to build rapport and guide prospects through complex emotional and financial decisions.
- Proficient with CRM software (Salesforce) and comfortable in a remote-first, digitally-focused environment.
- Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.
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