Job description

About Frec Our mission is to help create enduring wealth. To do this, we don't promise shortcuts or magic strategies. We respect the realities of investing as it actually works, and challenge the long-standing assumption that returns and taxes belong in separate conversations. By building tax-aware investment tools once reserved for the ultra-wealthy, Frec empowers investors to hold onto more of what they earn. In the last year, Frec has been growing exponentially – 50% QoQ growth with over $1B+ in customer assets. We raised our Series A with Greylock Partners and have an impressive list of other funds and angel investors backing our company. If you’re looking to join a fast-growing team with high potential, Frec could be the place for you. Learn more about Frec as a company at www.frec.com frec.com. About the role We’re hiring our third account executive to help fuel Frec’s next stage of growth and looking for a driven and customer focused closer to join us. You’ll own a pipeline of inbound leads and help convert new users into high value accounts. You’ll run the full sales cycle from outreach to close. You take full ownership of results and aren’t afraid to try new things to supplement your own pipeline. This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth. What you will do - Manage a full pipeline from first touch to closed account - Host 4-8 product demos per day and run effective follow-ups - Conduct portfolio analyses to help prospects see the financial impact of direct indexing - Track performance metrics, refine processes, and contribute to continuous improvement of the growth team - Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop What you bring - 3+ years of experience in a full cycle closing role with a track record of exceeding targets - At least 1+ year selling a high consideration product directly to consumers - High EQ and the ability to build trust and establish credibility quickly - Self stater comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience - Series 65, 66 or similar designation strongly preferred - Experience at an early stage direct to consumer start up - Genuine interest in fintech, investing, and tax-efficient wealth strategies What we offer - Competitive OTE with opportunities for over performance - Equity package - Fully paid health and dental insurance - 401k - Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health) - Flexible PTO policy - Friendly office environment with catered lunch everyday Contact If all of the above resonates with you, reach out to us at careers@frec.com or apply below!

Requirements

Must-haves

This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth.
Manage a full pipeline from first touch to closed account
Host 4-8 product demos per day and run effective follow-ups
Conduct portfolio analyses to help prospects see the financial impact of direct indexing
Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop
3+ years of experience in a full cycle closing role with a track record of exceeding targets
At least 1+ year selling a high consideration product directly to consumers
High EQ and the ability to build trust and establish credibility quickly
Self stater comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience
Experience at an early stage direct to consumer start up
Genuine interest in fintech, investing, and tax-efficient wealth strategies

Nice-to-haves

Series 65, 66 or similar designation strongly preferred

Application prep

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Platform: ashby
Effort: quick

Benefits

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Dental

401k

Pto