Financial Sales Professional

3 weeks ago


San Francisco, California, United States Facet Decision Systems, Inc. Full time
Job Title: Financial Sales Consultant

As a Financial Sales Consultant at Facet Decision Systems, Inc., you will play a critical role in bringing prospective members onboard and helping them achieve their financial goals.

Our onboarding process is designed to empower you to share Facet's mission and value with prospects, ensuring a seamless and successful member experience.

You will be responsible for:

  • Conveying Facet's value to prospects and selecting the correct membership for a successful member experience
  • Working directly with prospective members via videoconference, phone, and email
  • Acting 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
  • Assisting in translating your experience with potential members to Planners for a smooth transition to the planning process

Requirements:

  • 3+ years of financial sales experience
  • Ability to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company's environment, and effect quality online connections
  • 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

Benefits:

  • $75,000 base salary ($195,000 OTE) with uncapped earnings
  • Equity
  • Flexible PTO
  • Medical, dental, and vision insurance
  • 401(k) with employer match
  • Short and long-term disability coverage (paid by Facet)
  • Life insurance options
  • Paid parental leave
  • Certification reimbursement program
  • Work from anywhere in the US


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