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Sales Account Executive

3 months ago
United States
Full-time
Senior
Account Executive
Sales and Business Development
Salesforce
Apply Now
Facet

Facet

Facet provides unbiased, personalized, and affordable financial planning services for every facet of life. Their certified financial planners offer advice on financial planning, retirement planning, investing, and more. From starting a business to buyi...

Capital Markets
251-1K
$58M raised
View All Jobs 13

Description

  • Conduct high-value consultations with leads provided by the company’s lead-generation engine.
  • Serve as the primary point of contact for new qualified leads across video, phone, and email.
  • Explain Facet’s flat-fee membership model and its value in addressing prospects’ financial stress and goals.
  • Guide prospects through complex emotional and financial decision-making with a consultative approach.
  • Collaborate closely with Planning, Member Experience, and Marketing teams to create a seamless member journey.
  • Participate in structured professional development through weekly group training and weekly 1:1 coaching.
  • Build rapport with prospects and maintain clear, high-impact communication throughout the sales process.

Requirements

  • 5+ years of B2C sales experience, preferably in financial services or fintech.
  • Proven track record of exceeding quotas.
  • Strong understanding of financial planning concepts, including retirement, investments, tax, and estate planning.
  • Excellent listening skills and the ability to guide prospects through complex emotional and financial decisions.
  • Proficient with CRM software, specifically Salesforce.
  • Comfortable working in a remote-first, digitally focused environment.
  • A deep passion for learning and continuous skill refinement.
  • Motivated by the goal of helping underserved Americans achieve financial freedom.

Benefits

  • $170,000–$205,000 OTE with uncapped earning potential.
  • $70,000–$90,000 base salary.
  • Equity in a rapidly growing company.
  • Remote-first culture with the ability to work from anywhere in the U.S.
  • Flexible Paid Time Off (PTO).
  • Medical, dental, and vision coverage.
  • 401(k) match, disability coverage, and paid parental leave.
  • Weekly 1:1 coaching, daily performance insights, and education reimbursement.

Interested in this position?

Apply directly on the company website

Apply Now

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