Financial Sales Consultant

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Requirements:

• 3+ years of financial sales experience.
• Must be able to meet and consistently maintain minimum WiFi standards.
• Ability to work nights/weekends as needed based on member availability.
• Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts.
• Excellent written and verbal communication skills.
• Superior interpersonal, organizational, and member service skills.
• Member first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
• Willingness to work independently with guidance and oversight from a team coach.
• Excellent computer skills along with the ability to learn in-house software and tools.

Responsibilities:

• Work directly with prospective members via videoconference, phone and email.
• Act as a first step in helping potential members achieve their goals by explaining Facet’s planning process and managing expectations of both Planners and members.
• Professionally and objectively help potential members understand how custom financial planning and working with our Planners can enhance their quality of life.
• Assist in translating your experience with potential members to Planners for a smooth transition to the planning process.