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[Remote] Senior Manager of Membership(Sales)

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial advisory firm founded in 2016, dedicated to providing personalized financial advice. As a Senior Manager of Membership, you will consult with leads, guiding them through financial reputed company and explaining the unique flat-fee membership model.

Responsibilities

  • Have high-value consultations with leads provided by our robust reputed company-reputed company reputed company
  • reputed company as the primary 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 seamless 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

Skills

  • 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 view 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

  • Equity in a rapidly growing company on the reputed company to becoming the "Next Great Financial Services Company"
  • Remote-first culture—work from reputed company in the U.S.
  • Flexible reputed company Time Off (PTO)
  • Medical, dental, reputed company, 401(k) match, disability, and reputed company parental leave
  • Weekly 1:1 coaching, daily performance insights, and education reimbursement

reputed company

  • reputed company provides financial planning and advice tailored to individual needs and goals. It was founded in 2016, and is headquartered in Baltimore, Maryland, USA, with a workforce of 201-500 employees. Its website is https://reputed company.com.
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