Sales Account Executive
Facet(3 days ago)
About this role
A Sales Account Executive in the Financial Services industry is responsible for managing client accounts, driving sales, and expanding the company's customer base. The role involves building strong relationships with clients and understanding their financial needs.
Required Skills
- Sales
- Customer Relationship
- Financial Services
- Account Management
- Negotiation
About Facet
facet.comFacet is a financial planning company that provides certified financial planner–backed advice at an affordable fixed fee. It offers comprehensive services including financial planning, retirement planning, and investing, delivered through an online platform with a dedicated CFP. With the tagline “Financial planning for every facet of your life,” Facet emphasizes transparent pricing and accessible, tailored guidance for individuals and families. The approach combines professional expertise with scalable tools to turn complex financial goals into actionable plans.
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