Client Success Associate

About The Role:

Facet is looking for driven, entry-level sales professionals ready to propel their careers. As a Client Success Associate, you will be an integral member of the Facet family and will work in an exciting and collaborative team environment with Client Success Managers and the rest of the Facet team. You will be responsible for conveying Facet’s mission to potential clients, and will be a key point of contact during the onboarding process. This position offers excellent training and earning potential to anyone willing to learn and work hard in a fast-paced sales environment.

Your Day-To-Day Responsibilities:

• Work directly with clients via phone 

• Make a large volume of outbound calls to potential clients and convert those leads to appointments for Client Success Managers

• Follow scripts to deliver Facet’s value proposition and handle questions and objections 

• Deliver the Facet Wealth value proposition to potential clients 

• Manage and accurately track leads to ensure timely follow up 

• Conduct outbound sales campaigns to initiate contact with potential clients

Job Specific Requirements:

• 0-3+ years of experience in a fast paced environment

• Available to work a Monday- Friday schedule (11 AM - 8 PM ET) or a Friday - Tuesday schedule (9 AM - 6 PM ET)

Preferred Skills & Experience:

• 3+ years of experience in a call center environment

• Experience or interest in the financial services industry, sales to individual customers, or cold calling a plus

• A sales mentality – you are comfortable with part of your compensation being tied to performance and believe in owning your own destiny 

• Superior interpersonal, organizational, and client service skills 

• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility 

• Excellent computer skills along with the ability to learn in-house software and tools – this is critical as we are not only a financial services company, but also a tech startup! 

• Experience in outbound B2C sales, preferably over the phone

• You are organized, diligent, and persistent

Benefits & Compensation:

• $45,000 base salary + $8,000 uncapped target bonus

• Equity 

• Unlimited 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 maternity and paternity leave

• Certification reimbursement program

• Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Our mission is to empower people to live more enriched lives by delivering a new standard of financial advice. We’re here to deliver amazing client experiences by making financial planning as it should be. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team is an active participant in helping to improve and evolve our business.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.