Facet

Sales Account Executive

Facet$70K — $205K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of B2C sales experience, ideally in financial services or fintech, with a proven record of surpassing quotas.
  • Solid knowledge of financial planning concepts such as retirement, investments, tax, and estate planning.
  • Enthusiasm for continual learning and honing the sales craft.
  • Exceptional listening skills to build rapport and assist prospects through intricate financial decisions.
  • Proficient with CRM systems, particularly Salesforce, and adept in a digital workspace.
  • Driven by a mission to deliver financial freedom to underserved populations.

Responsibilities

  • Conduct high-value consultations with qualified leads generated by a robust lead-generation engine.
  • Serve as the main point of contact for new prospects, assisting them through significant financial decisions via multiple communication channels.
  • Articulate Facet's flat-fee membership model and demonstrate its benefits in alleviating financial stress for clients.
  • Collaborate closely with internal teams to ensure a seamless client experience.
  • Participate in regular professional development activities, including group training sessions and one-on-one coaching.
  • Guide prospects through complex emotional and financial choices, offering expert advice and support.

Benefits

  • Ownership through equity in a rapidly growing company aiming to be a leader in financial services.
  • Remote-first work culture allowing flexibility to work from anywhere in the U.S.
  • Flexible Paid Time Off (PTO) policy to support work-life balance.
  • Comprehensive benefits package including medical, dental, vision, 401(k) match, and paid parental leave.
  • Regular coaching, performance insights, and education reimbursement to support professional growth.
Full Job Description
Sales Account Executive (Various Levels)

Description

The Opportunity

The Sales role at Facet is unlike any other in the financial services industry. We have stripped away the "noise" of traditional sales-no high-volume cold calling, no relentless prospecting, and no unattainable quotas. Instead, we've created a role focused entirely on high-impact communication, the psychology of

decision-making, and the thrill of helping someone take the first step toward a better life.

As a Senior Financial Sales Representative, you aren't "selling" a complex, opaque financial product; you are a consultant for a service that solves a universal problem. Because we use a transparent, flat-fee model rather than charging based on assets (AUM), you can stand behind every conversation with 100% conviction.

What You'll Do

facet.com | 2054 Vista Parkway, Suite 400, West Palm Beach, FL 33411

? Have high-value consultations with leads provided by our robust

lead-generation engine.

? Act as the primary point of contact for new, qualified leads, guiding prospects through a life-changing decision via video, phone, and email.

? Clearly explain Facet's unique flat-fee membership model and how it bridges the gap between a prospect's current financial stress and their future goals. ? Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a seamless journey for our members.

? Engage in structured professional development, including weekly group training on key topics and weekly 1:1s focused on your personal evolution.

Requirements

? 5+ years of B2C sales experience, preferably in financial services or fintech, with a track record of exceeding quotas.

? Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning).

? A deep passion for learning; you view sales as a sophisticated skillset requiring constant refinement.

? Excellent listener with the ability to build rapport and guide prospects through complex emotional and financial decisions.

? Proficient with CRM software (Salesforce) and comfortable in a remote-first, digitally-focused environment.

? Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.

Benefits

? Competitive Compensation: $170,000-$205,000 OTE with uncapped potential ($70,000-$90,000 base).

? Ownership: Equity in a rapidly growing company on the path to becoming the "Next Great Financial Services Company".

? Flexibility: Remote-first culture-work from anywhere in the U.S..

? Time Off: Flexible Paid Time Off (PTO).

? Comprehensive Coverage: Medical, dental, vision, 401(k) match, disability, and paid parental leave.

facet.com | 2054 Vista Parkway, Suite 400, West Palm Beach, FL 33411

? Development: Weekly 1:1 coaching, daily performance insights, and education reimbursement

About Facet

Facet is a technology company that provides a platform for wealth management advisors. The company's platform offers a range of tools and services to help advisors manage their clients' investments, including portfolio management, trading, and reporting. Facet was founded in 2016 and is headquartered in New York City.
Learn more about Facet
Size
51 employees
Industry

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