Job Description
Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.
Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.
The Membership Associate will work in a call center environment, using their excellent communication skills and knowledge of the company’s financial planning approach to help expand Facet’s reach to millions of underserved Americans. You’ll be the initial point of contact for prospects, effectively representing Facet’s mission, brand, and value.
This position offers exceptional training and uncapped earning potential in a fast-paced sales environment for individuals dedicated to continuous learning and hard work.
Your Day-To-Day Responsibilities:
Proactively engage prospects through outbound sales campaigns
Serve as the initial point of contact of our brand, sharing Facet’s mission & value
Build strong rapport and relationships, while delivering an exceptional prospect experience
Qualify prospects through outbound calls, converting them into scheduled meetings for sales
Pass qualified prospects to sales to fuel their pipeline and generate revenue
1-3+ years of experience in a call center environment
Excellent communication skills (conversational, confident, friendly, ability to control dialogue)
Strong interpersonal skills with a genuine desire to help and assist others (customer-centric)
Sales-oriented mindset with tenacity, willingness, and perseverance
Ability to overcome objections and influence decision-making
Ability to learn new systems and in-house software and tools.
Proficiency in keyboard and computer skills
Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections
- A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100
- If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed
Preferred Requirements:
Experience in cold calling prospects
Comfortable w/ change and has the ability to adjust/pivot in a fast paced sales environment
Experience or interest in the financial services industry is a plus
$50,000-$60,000 OTE
Comprehensive benefits package, including medical, dental, and vision insurance, 401(k) with employer match, short and long-term disability coverage (paid by Facet), life insurance options, and paid parental leave
Certification reimbursement program
Fully remote (with ability to work from anywhere in the US)
Equity
Flexible PTO
All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
Certification reimbursement program
Work from anywhere in the US
*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America’s Top Financial Advisory Firms 2025.” As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren’t allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews. Please see additional information
