Remote Financial Sales Representative

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Requirements:

• Minimum 2+ years of proven success in financial sales or a related consultative sales role
• Exceptional communication and interpersonal skills, both written and verbal, with the ability to build rapport and influence decision-making.
• Demonstrated ability to confidently conduct outbound calls and manage a sales pipeline
• Self-motivated and able to work independently while contributing to a collaborative team environment.
• Proven ability to learn and explain complex financial concepts in simple terms
• A genuine passion for empowering individuals to achieve their financial goals

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.