Senior Manager of Membership

Facet; Washington (District of Columbia); Remote; USD 170,000 - 220,000; Full time

Job summary

A leading fintech company is seeking a Senior Financial Sales Representative to join its remote sales team. You will connect with individuals, guiding them through the sales process to showcase the benefits of a flat-fee financial planning membership. The ideal candidate has over 5 years of B2C sales experience in financial services and excels in communication and relationship-building. This role offers competitive compensation with uncapped earning potential and the flexibility to work from anywhere in the United States.

Benefits

Competitive Compensation

Ownership in the company

Flexible Paid Time Off

Comprehensive Benefits

Professional Development opportunities

Work from anywhere in the United States

Qualifications

• 5+ years of B2C sales experience, preferably in financial services.
• Strong understanding of financial planning concepts.
• Ability to communicate complex ideas clearly.

Responsibilities

• Connect with new leads, conducting sales through various channels.
• Explain Facet's membership model and value proposition.
• Lead the sales cycle from discovery to closing.

Skills

B2C sales experience

Understanding of financial planning concepts

Excellent communication skills

Tech-savvy

Self-starter

Tools

Salesforce

Job description

Facet is a fast-growing fintech company revolutionizing personal finance. We’re building a future where everyone may enrich their lives beyond expectation through our powerful combination of cutting-edge technology and personalized guidance in a remote environment.

We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches—from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional—the highest certification possible.

The Opportunity

We are seeking a highly motivated and results-driven Senior Financial Sales Representative to join our sales team. This is a crucial role responsible for connecting with individuals and introducing them to the value of Facet's modern, comprehensive financial planning services. You will be a key player in expanding our member base, guiding prospective members through the sales funnel, and helping them understand how our flat-fee membership can transform their financial future.

What You\'ll Do

• Act as the primary point of contact for new, qualified leads, conducting 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 and how it differs from traditional, AUM-based financial advisory services.
• Lead the entire sales cycle from initial discovery meeting to closing, effectively addressing objections and building trust with potential members in a remote setting.
• Exceed individual sales targets and contribute to team goals.
• Maintain meticulous records in our CRM (e.g., Salesforce) to track all sales activities and progress.

Requirements

• A Seasoned Sales Professional: You have 5+ years of B2C sales experience, preferably in financial services, fintech, or a related field. You have a track record of consistently exceeding sales quotas.
• A Financial Services Expert: You have a strong understanding of financial planning concepts, including retirement, investments, insurance, and debt management.
• Growth Seeker: Deep passion for learning and personal development
• A Master Communicator: You are an excellent listener with the ability to clearly and persuasively communicate complex ideas. You are comfortable building rapport and trust with individuals from diverse backgrounds.
• Tech-Savvy: You are proficient with CRM software and are comfortable with a remote, digitally-focused work environment.
• A Self-Starter: You are highly motivated, disciplined, and able to manage your time effectively in a remote setting. You thrive in an autonomous environment and take ownership of your results.

Benefits

• Competitive Compensation: $170,000-$220,000 On-Target Earnings (OTE) with uncapped earning potential ($70,000-$80,000 base salary).
• Ownership: Equity in a rapidly growing company.
• Take the Time Off you Need: Flexible Paid Time Off (PTO).
• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, company-paid short and long-term disability, life insurance options, and paid parental leave.
• Professional Development: Certification and education reimbursement program
• Location Flexibility: Work from anywhere in the United States
• Impactful Work: Contribute to a mission-driven company that\'s transforming the financial lives of individuals nationwide