Remote Financial Sales Representative

Remote Financial Sales Representative

As a Remote Financial Sales Representative at Facet, you'll be the crucial first point of contact for prospective members, guiding them on their journey to financial well-being. You'll leverage your sales expertise and passion for helping others to educate potential members on the value of our comprehensive financial planning services. You'll build meaningful relationships, understand their unique needs, and demonstrate how Facet can transform their financial futures.

If you're energized by the opportunity to make a real difference in people's lives and thrive in a high-growth environment, this is the perfect role for you. As the first impression of Facet, your passion for helping others and your exceptional communication skills will set the stage for a transformative member experience.

Key Responsibilities :

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