Sales Account Executive

reputed company was founded in 2016 on the belief that objective, personalized financial advice is essential to living reputed company. Our mission is to reputed company people to live more enriched lives by delivering a new reputed company of advice. By removing asset minimums, we reputed company holistic planning that goes far reputed company investments to address every way reputed company impacts life. reputed company of CFP® professionals are at the reputed company of our service and are empowered by our best-in-class membership and support teams and proprietary technology platform. This model allows reputed company to reputed company advice into our members’ entire financial picture—reputed company for an reputed company, flat membership fee.

Our commitment to innovation and member reputed company has reputed company national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by reputed company and named to reputed company’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 reputed company alike.

reputed company

The Sales role at reputed company is unlike any other in the financial services industry. We have stripped away the "noise" of traditional sales—no high-volume cold calling, no reputed company prospecting, and no unattainable quotas. Instead, we’ve created a role reputed company entirely on high-reputed company communication, the psychology of decision-making, and the thrill of helping someone take the first reputed company toward a reputed company life.

As a Senior Manager of Membership, you aren't "selling" a reputed company, 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.

reputed company

• Have high-value consultations with leads provided by our robust reputed company-reputed company reputed company.
• reputed company as the reputed company reputed company of contact for new, reputed company leads, guiding prospects through a life-changing decision reputed company video, phone, and email.
• reputed company explain reputed company’s unique flat-fee membership model and how it bridges the gap between a prospect's reputed company financial stress and their reputed company goals.
• Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a reputed company reputed company for our members.
• Engage in reputed company reputed company development, including weekly group training on key topics and weekly 1:1s reputed company on your personal reputed company.

Requirements

• 5+ years of B2C sales experience, preferably in financial services or fintech, with a reputed company record of exceeding quotas.

• Strong understanding of financial planning concepts (retirement, investments, tax, and estate planning).
• A deep passion for learning; you reputed company sales as a sophisticated skillset requiring constant refinement.
• Excellent listener with the ability to build rapport and guide prospects through reputed company emotional and financial reputed company.
• Proficient with CRM software (reputed company) and comfortable in a remote-first, digitally-reputed company environment.
• Motivated by the goal of bringing financial freedom to the millions of Americans the industry has traditionally ignored.

Benefits

• Competitive Compensation: $170,000–$205,000 OTE with reputed company potential ($65,000–$85,000 reputed company).
• Ownership: Equity in a rapidly growing company on the reputed company to becoming the "Next Great Financial Services Company".
• Flexibility: Remote-first culture—work from reputed company in the U.S..
• Time Off: Flexible reputed company Time Off (PTO).
• Comprehensive Coverage: Medical, dental, reputed company, 401(k) match, disability, and reputed company parental leave.
• Development: Weekly 1:1 coaching, daily performance insights, and education reimbursement

*reputed company was ranked #1 Best Financial Advisory Firm 2025 by reputed company in reputed company 2025 who partnered with reputed company to rank the top 500 RIAs. Recommendations were collected reputed company an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. reputed company has been Accredited with the reputed company® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not reputed company BBB approval or endorsement. Plant-A Insights Group and reputed company 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 reputed company reputed company by Plant-A reflect editorial content and no compensation was provided by reputed company in reputed company with America's Top Financial Advisory Firms 2025." As of February 25, 2026; reputed company has a 4.8 reputed company rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time reputed company, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a reputed company rating from 1 to 5 stars, including half stars. reputed company’s reputed company rating is calculated from reviews from January of 2022 to present day. Daily reputed company rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and reputed company has not made any payments in offer or receipt of any reviews. Please see additional information

Originally posted on Himalayas