Business Development Associate – Facet Wealth

Facet Wealth

Company Website: https://www.facetwealth.com/
Remote Locations: Worldwide
Job Type: Full Time

Job Overview:

• Facet is disrupting the wealth management industry.
• Our innovative technology and unique advisor model allow us to deliver high-quality financial services previously available only to the very wealthy, to the 33 million mass affluent households in the US.

As a company, our goals are:

• Help millions of Americans achieve their financial goals through high-quality financial advice previously not available
• Build the next generation of financial planning and financial life management tools that redefine how wealth management is delivered
• Create a company culture that is as fun as it is stimulating

Our Promise to You

• A-players: Life is too short to work with people who aren’t rockstars
• Data Wins: We are objective to a fault
• Integrity: Helping people with their money requires incredible trust. We do not take this lightly
• Everyone Has a Voice: Great ideas can come from anywhere. We will always listen
• Continuous Improvement: we commit to always asking how we can be better, in everything that we do (including the hiring process!)

Job Responsibilities:

• Facet is looking for driven, entry-level sales professionals ready to propel their careers.
• As a Business Development Associate, you will be an integral member of the Facet family and will work in an exciting and collaborative team environment with Client Success Managers and the rest of the Facet team.
• You will be responsible for conveying Facet’s mission to potential clients and will be a key point of contact during the onboarding process.
• This position offers excellent training and earning potential for anyone willing to learn and work hard in a fast-paced sales environment.

Job Requirements:

• You want to work in sales and are passionate about career growth
• You are looking for an entry-level position and want to be considered for a promotion within 6 months
• You want to work in a casual and technology-driven startup environment
• You are interested in outbound B2C sales, preferably over the phone.
• You have the desire to spend your day talking to people.
• You are organized, diligent, and persistent
• Make a large volume of outbound calls to potential clients and convert those leads to appointments for Client Success Managers
• Follow scripts to deliver Facet’s value proposition and handle questions and objections
• Deliver the Facet Wealth value proposition to potential clients
• Manage and accurately track leads to ensure timely follow up
• Conduct outbound sales campaigns to initiate contact with potential clients
• BA/BS Degree
• Experience or interest in the financial services industry, sales to individual customers, or cold calling a plus
• A sales mentality – you are comfortable with part of your compensation being tied to performance and believe in owning your own destiny
• Superior interpersonal, organizational, and client service skills
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
• Excellent computer skills along with the ability to learn in-house software and tools – this is critical as we are not only a financial services company but also a tech startup!

How To Apply:

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