3+ years in a full cycle sales role with proven target achievement
1+ year selling high consideration products directly to consumers
High emotional intelligence for building trust quickly
Self-starter who thrives with autonomy
Preferred: Series 65, 66 or similar financial designation
Experience in an early stage direct-to-consumer startup
Interest in fintech, investing, and tax-efficient wealth strategies
Responsibilities
Manage a complete sales pipeline from initial contact to closing
Host 4-8 product demonstrations daily and conduct effective follow-ups
Perform portfolio analyses to showcase financial impacts
Track and analyze performance metrics for process improvement
Collaborate with Customer Success and Operations to enhance client retention and upselling
Support full funnel continuity and gather product feedback
Benefits
Competitive OTE with potential for over-performance
Equity package included
Fully funded health and dental insurance
401k retirement plan
Monthly wellness allowance for fitness and mental health
Flexible PTO policy
Catered lunch provided daily in a friendly office environment
Full Job Description
About the role
We're hiring our third account executive to help fuel Frec's next stage of growth and looking for a driven and customer focused closer to join us. You'll own a pipeline of inbound leads and help convert new users into high value accounts. You'll run the full sales cycle from outreach to close. You take full ownership of results and aren't afraid to try new things to supplement your own pipeline.
This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth.
What you will do
Manage a full pipeline from first touch to closed account
Host 4-8 product demos per day and run effective follow-ups
Conduct portfolio analyses to help prospects see the financial impact of direct indexing
Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop
What you bring
3+ years of experience in a full cycle closing role with a track record of exceeding targets
At least 1+ year selling a high consideration product directly to consumers
High EQ and the ability to build trust and establish credibility quickly
Self stater comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience
Series 65, 66 or similar designation strongly preferred
Experience at an early stage direct to consumer start up
Genuine interest in fintech, investing, and tax-efficient wealth strategies
What we offer
Competitive OTE with opportunities for over performance
Equity package
Fully paid health and dental insurance
401k
Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health)
Flexible PTO policy
Friendly office environment with catered lunch everyday
