Senior Financial Advisor
FartherSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a minimum of 2+ years of proven success in financial sales or a related consultative sales role, exceptional communication and interpersonal skills, both written and verbal, with the ability to build rapport and influence decision-making, demonstrated ability to confidently conduct outbound calls and manage a sales pipeline, self-motivated and able to work independently while contributing to a collaborative team environment, a proven ability to learn and explain complex financial concepts in simple terms, and a genuine passion for empowering individuals to achieve their financial goals.
Responsibilities
The Remote Financial Sales Representative will conduct meetings with prospective members through video calls, phone calls, and emails, manage a pipeline of interested prospects by scheduling meetings through text, email, and outbound dials, explain Facet’s planning process and manage member expectations, help potential members understand how personalized financial planning can improve their quality of life, facilitate smooth transitions to our financial planners by clearly communicating member needs and expectations.
Skills
Financial Sales
Customer Relationship Management
Communication
Interpersonal Skills
Outbound Calling
Pipeline Management
Financial Concepts Explanation
Facet
AI platform for professional image generation
About Facet
Facet provides a collaborative platform for generating high-quality images using AI technology. It is designed for creative professionals such as graphic designers, photographers, and digital artists who need customizable images for their projects. Users can access advanced AI tools through a subscription model, which allows them to generate and refine images efficiently. Facet differentiates itself from competitors by focusing on a user-friendly experience that enhances both productivity and creativity. The company's goal is to empower creative professionals by streamlining the image creation process, making it easier for them to produce the visuals they need.
Key Metrics
San Francisco, CaliforniaHeadquarters
2017Year Founded
$15.1MTotal Funding
EARLY_VCCompany Stage
Consumer Software, AI & Machine LearningIndustries
1-10Employees