Financial Sales Representative

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Requirements:

• Minimum of 2+ years of experience in financial sales.
• Comfortable making outbound dials to warm sales leads.
• Strong interpersonal and communication skills, both written and verbal.
• A commitment to providing exceptional member service and support.
• Ability to work independently while collaborating with a team.
• Experience in the financial services industry preferred.
• Proficiency in using digital communication tools and software.
• Willingness to adjust working hours to suit member availability, including evenings and weekends.
• Possessing a strong member-first attitude and demonstrating personal integrity.

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.