Membership Associate; Remote Sales Associate

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.

• 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, 50 Mbps 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

• 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: 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 (work from anywhere in the US)
• Equity
• Flexible PTO