Financial Sales Representative - Remote

Overview

As a Financial Sales Representative at Facet, you will play a crucial role in helping prospective members understand the value of professional financial planning and guiding them through the onboarding process.

In Short

• Conduct meetings with prospective members through video calls, phone calls, and emails.
• Manage a pipeline of interested prospects by scheduling meetings through text, email, and outbound dials.
• Explain Facet's planning process and manage member expectations.
• Help potential members understand how personalized financial planning can improve their quality of life.
• Facilitate smooth transitions to our financial planners by clearly communicating member needs and expectations.

Requirements

• Passionate about helping others.
• Strong sales skills.
• Ability to thrive in a fast-paced environment.
• Effective communication skills.

Benefits

• Opportunity to make a significant impact on members' financial well-being.
• Work in a supportive and dynamic team environment.