Wealth Coach (Consultative Sales)
Location
United States
Posted
85 days ago
Salary
$60K - $200K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Wealth Coach (Consultative Sales)
Tardus Wealth Strategies
Six-figure closer wanted to coach high-achievers on building cash flow If you love consultative, question-based selling and you’re great at turning first meetings into long-term clients, Tardus Wealth Strategies wants to meet you. As a Senior Wealth Coach, you will run strategy sessions with qualified leads, craft customized cash flow plans, and enroll the right-fit clients into our coaching program and VIP tier. You’ll be measured by outcomes you can control: held meetings, close rate, renewals, revenue booked, VIP upsells, and referrals generated. You’ll thrive here if you: Ask smart questions, listen deeply, and sell with integrity - Consistently close four- and five-figure programs - Build pipeline through networking, partnerships, and referrals - Are organized, coachable, confident, and comfortable on camera - Use technology well: CRM, Zoom, calendars, and AI tools like ChatGPT What you’ll do: Run 1:1 strategy meetings and present tailored plans - Close new clients and upsell right-fit clients into VIP - Follow a documented sales process using SPIN-style discovery - Build and manage a personal pipeline through outreach and referrals - Maintain clean CRM hygiene and accurate forecasts - Mentor junior coaches and share best practices What we offer: Competitive compensation with uncapped commission and residual - Self-sourced pipeline - Training, scripts, objection handling playbooks, and ongoing coaching - A mission-driven team that values results and integrity How to apply: Submit a resume and LinkedIn profile. Include year-by-year sales results and average deal size. Full Job Description Role summary 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.Outcomes and KPIs 10 days - Complete onboarding on Tardus sales process and SPIN discovery - Shadow and reverse-shadow strategy meetings; pass final role-play - CRM set up, daily routines established; personal pipeline plan approved 60 days - Hold 15–25 qualified first meetings per month - Maintain show rate target. 90 days and ongoing - Company close rate possible of 80% with upsell to VIP program and residual Responsibilities - Run high-quality discovery using SPIN-style questioning - Present tailored cash flow plans and communicate value clearly - Handle objections, and ask for the sale - Diligently follow up - Source new opportunities via networking, events, partners, and referrals - Maintain accurate CRM records, tasks, and stage progression - Coordinate smooth handoffs - Track, report, and improve personal metrics weekly - Participate in weekly training and role-play Qualifications - 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, presence, coachability, and a clear desire to help clients win Nice to have - Experience in financial coaching, wealth strategies, or adjacent fields - Leading or mentoringWork setup - Remote, with some evening availability for client time zones - Occasional travel for team events or summits Compensation - Commission, renewal residual and team bonuses Compliance note This role provides coaching and education. It does not provide investment, tax, or legal advice. All representations must follow Tardus compliance and brand guidelines.
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Noble complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf https://www.dol.gov/whd/regs/compliance/posters/fmlaen.pdf https://www.dol.gov/whd/regs/compliance/posters/eppac.pdf The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 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Medicare Sales Manager - Territory Lead (Senior Role)
SilvurThe only retirement planning platform exclusively built for those over 50. Get your Retirement Score.
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