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 membership and 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 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
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.
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.
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.
*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
