About Us
AdvicePay’s mission is to expand the reach of personal financial planning advice to more consumers. Historically, financial planning advice was only available to the affluent, who could afford to pay a financial advisor’s fees directly from their portfolios. AdvicePay enables financial advisors to shift their focus toward giving advice to people still building wealth, instead of only those who already have it, with the first technology solution for financial planners to get paid in a compliant way on a subscription or one-time basis via ACH and debit/credit cards.
Our sister company, XY Planning Network, was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc.magazine! And since we work in the same office and have the same awesome benefits, we’ll say “we basically won too.”
We are headquartered in Bozeman, Montana (and while our office is currently closed due to COVID-19, we look forward to working together again in our downtown office when it is safe to do so). To be your best self at work, we believe you need to be your best self at home. We encourage our team members to take advantage of all the fun Bozeman has to offer. Our company values our personal lives because we recognize that healthy and happy people make the best team members!
We are a small team, and we work both independently and as a team. You’ll have a lot of autonomy, while also having the opportunity to manage team members, collaborate with multiple departments, and grow together.
About the Platform
Users of AdvicePay are financial planners who use our platform to get paid by their clients for fee-for-service financial planning.
About the Position
This is a full-time position to serve as a point of contact for prospective AdvicePay users. Potential AdvicePay users are individuals, businesses, and large broker/dealers who are typically financial planners looking to use a payment solution to help them better serve their clients, many implementing the fee-for-service model for the first time.
We are looking for a flexible and ambitious individual with a passion for helping us grow AdvicePay. Responsibilities include: responding to our busy inbound sales inquiries, seeking out potential customers, proactively reaching out to prospects, hosting webinars and demos of our application, answering questions via email and phone, managing prospective user lists and our sales pipeline, handling inbound marketing requests, attending conferences, and keeping meticulous documentation of sales conversations and feature requests.
What You’ll Do
- Provide timely and detailed responses to daily inbound leads and questions
- Answer questions from prospective users about why AdvicePay is the bomb.com, how AdvicePay works, pricing and implementing the fee-for-service business model, etc.
- Demo AdvicePay and all of its glory for groups and individuals via calls and host webinars - you’ll know the ins and outs of AdvicePay, plus swiftly learn new features, in order to successfully demonstrate its capabilities
- Willing and wanting to pick up the phone to make sales and turn prospects into happy paying customers!
- Contribute to future outbound sales strategies, including cold calling, prospecting, and refining outbound processes
- Provide enthusiastic, thorough onboarding support and training for users who have signed up for AdvicePay to make sure they’re set up for A+ success
- Attend 12-18 financial planning and B/D conferences a year (when it is safe to do so again) individually and with fellow AdvicePay team members to talk with prospective and current users about AdvicePay in order to add more users and increase adoption among existing customers (and hand out our awesome swag!)
- Our conference busy-seasons are typically September - November and February - May
- Help plan for, attend, and talk to advisors as we explore virtual conference options during COVID-19
- Organize and prioritize feature requests and feedback from prospective users
- Collaborate with other AdvicePay teams to coordinate press releases, feature requests, statements of work, and developer work
- Documenting all notes, calls, meetings, and details within HubSpot
- Working with our marketing team to rock out various types of resources to turn prospects into active customers who can’t stop talking about us
- Attend customer support training from our Customer Experience team so you can help with support tickets when needed and learn our voice/tone
Key Metrics for Success
- Sales activity
- New AdvicePay users
The Deets
- Start Date: Immediately
- Status: Full-time (40-45 hours/week)
- Location: Bozeman, MT
- Department: Sales & Marketing
- Reports to: Director of Sales & Marketing
- Direct Reports: none
Compensation & Benefits
- Salary: $51,616/year, based on accountabilities for this position and our transparent salary structure shared with all team members during their first week
- Unlimited vacation days to maintain work-life harmony (we require you to take a minimum of 3 weeks of vacation per year)
- 10 paid holidays when the office is closed
- 401(k) with match - you put in 6% and we put in 4.5%
- 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
- Health benefits package provided of up to $500/month
- Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
- Employer-paid life insurance
- Employer-paid long-term disability coverage
- $600/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee
- $250/quarter to spend on yourself specific to our core value of “Be Well Being You”
- $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year
- $2,000/year in Professional Development funds
- A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
- Subsidized employer-sponsored childcare through our internal daycare program
- Company-owned MacBook Pro provided
- $5,000 relocation package available to those moving to Bozeman, MT
- Please see our Dream Team Handbook for more info about the benefits and perks we offer!
What You’ll Bring to the Table
- Authorized to live and work in the United States
- Undergraduate Degree or related equivalent experience
- Selling the right way:
- Be honest and do the right thing!
- Create the best experience by helping prospective users make an educated sales decision
- Show them the value of available options and always respond to their questions
- Passion and love for well-executed technology solutions
- An understanding of and strong alignment with our core values
- Organizational skills to keep prospects and their requests in order
- Documentation skills to keep our team updated -- you’re the master of ensuring nothing falls through the cracks
- Proactive communication skills as you’ll be working with all of AdvicePay’s departments
- Detective skills to identify ways to always improve our sales and onboarding processes to ensure everyone has a first-rate experience
- Your friendly, helpful self -- with a smile so big they can even feel it in your emails!
- Excellent writing skills and the ability to convey tone through email
- Ability to speak comfortably face-to-face at conferences, over the phone, on webinars, during video calls, etc.
- Experience in closing deals and attaining new sales
- Ability to easily answer questions and talk about our product and industry
- Your listening ears, so that you can hear what your customers’ needs are and if we’re a good fit for them
- Strong tech-savvy and the ability to pick up new technology quickly (both the AdvicePay application and the tools we use to work every day)
- A humble, team player attitude -- you’re that detail-focused person who collaborates, communicates, and documents so that we all win together!
- A high sense of personal responsibility and integrity
What Will Make Us Drool
- Prior experience in another vertical of our company: programming, sales, marketing (as a small team our team members are flexible and jump in to help out their teammates)
- Prior experience doing sales for a SaaS company/platform
- Prior experience in financial planning and/or FinTech to better relate to customers’ needs and answer their questions
- Experience making customers happy and delivering on all promises made to our customers
- Working knowledge of Hubspot’s sales tools and reporting features
Application
- Cover Letter (text can be copied into application form)
- Resume (to be uploaded)
- Applications will be reviewed as they are received
Process
- Initial screen answering a few short questions about AdvicePay and this position
- First-round interview with the manager for this position
- Work sample
- Final round:
- Meet some of the team members
- Company’s core values interview
- Final interview with Managing Director and/or CEO
- Our typical hiring process takes 6-8 weeks from when we first post the job to when we extend a final offer