• Prospect and develop relationships with conference organizers, trade show operators, meeting planners, and enterprise event stakeholders • Build targeted account strategies focused on long-term relationship development and recurring annual business • Develop new business opportunities across conferences, trade shows, conventions, and enterprise meetings • Manage enterprise opportunities from prospecting through close • Navigate RFPs, procurement processes, and multi-stakeholder buying environments • Build and maintain relationships across procurement, operations, logistics, and executive leadership teams • Become deeply knowledgeable about the meetings and events ecosystem and transportation needs within the industry • Partner closely with operations and internal stakeholders to develop scalable transportation solutions • Learn the operational side of large-scale transportation logistics over time • Identify opportunities for repeat annual business and long-term account growth • Build trusted advisor relationships with customers and event stakeholders • Position CharterUP as a strategic transportation partner for enterprise events • Share customer and market feedback with leadership • Help shape CharterUP’s growth strategy within the corporate events vertical

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 membership and 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 Opportunity The Sales role at Facet is unlike any other in the financial services industry. We have stripped away the "noise" of traditional sales—no high-volume cold calling, no relentless prospecting, and no unattainable quotas. Instead, we’ve created a role focused entirely on high-impact communication, the psychology of decision-making, and the thrill of helping someone take the first step toward a better life. As a Senior Financial Sales Representative, you aren't "selling" a complex, 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. What You’ll Do - Have high-value consultations with leads provided by our robust lead-generation engine. - Act as the primary point of contact for new, qualified leads, guiding prospects through a life-changing decision via video, phone, and email. - Clearly explain Facet’s unique flat-fee membership model and how it bridges the gap between a prospect's current financial stress and their future goals. - Work in lockstep with our Planning, Member Experience, and Marketing teams to ensure a seamless journey for our members. - Engage in structured professional development, including weekly group training on key topics and weekly 1:1s focused on your personal evolution.

• Responsible for the entire sales cycle — from initial outreach and needs analysis through to closing and account development. • Active new client acquisition and expansion of existing customer relationships with clear revenue responsibility. • Use of AI-driven technologies and features to optimize processes. • Conduct product demos and prepare customized proposals, supported by strong negotiation skills.

• Assisting clients with inquiries and promoting company services related to citizenship by investment programs • Make a high volume of outbound calls daily to engage potential leads and create new business opportunities • Maintain records in the CRM system • Transferring potential clients and setting up meetings with Sales Representatives • Handle objections and apply sales techniques