Senior Wealth Coach (Consultative Sales) - Remote

Overview

The Senior Wealth Coach leads consultative sales conversations that enroll mid- to high-level clients into Tardus coaching programs and VIP. The coach creates and manages a full pipeline, runs expert discovery, creates comprehensive plans, and drives referrals. The role requires strong organization, consistent follow-up, and a mentoring mindset.

In Short

• Run strategy sessions with qualified leads
• Craft customized cash flow plans
• Enroll clients into coaching programs
• Use SPIN-style discovery in sales
• Maintain CRM hygiene and accurate forecasts
• Mentor junior coaches
• Build pipeline through networking and referrals
• Close new clients and upsell to VIP
• Participate in ongoing training and coaching
• Work remotely with evening availability for clients

Requirements

• Proven record of six-figure annual earnings in consultative sales
• 3+ years closing high-ticket services or programs
• Demonstrated SPIN or question-based selling mastery
• Comfortable on Zoom and in presentations
• Organized, self-managing, consistent follow-through
• Tech fluent: CRM, calendar, video, slides, spreadsheets, AI tools
• Integrity and a clear desire to help clients win

Benefits

• Competitive compensation with uncapped commission
• Self-sourced pipeline
• Training and ongoing coaching
• Mission-driven team that values results and integrity