Senior Manager of Membership

5+ years of B2C sales experience, preferably in financial services, fintech, or a related field Track record of consistently exceeding sales quotas Strong understanding of financial planning concepts, including retirement, investments, insurance, and debt management Excellent listener with the ability to clearly and persuasively communicate complex ideas Comfortable building rapport and trust with individuals from diverse backgrounds Proficient with CRM software Comfortable with a remote, digitally-focused work environment Highly motivated, disciplined, and able to manage your time effectively in a remote setting

Act as the primary point of contact for new, qualified leads Conduct consultative sales through video calls, phone calls & emails to understand their financial goals and challenges Articulate Facet's unique value proposition, clearly explaining our flat-fee membership model Lead the entire sales cycle from initial discovery meeting to closing Exceed individual sales targets and contribute to team goals Maintain meticulous records in our CRM to track all sales activities and progress