ChatGPT Jobs · 4 hours ago
Wealth Coach (Consultative Sales)
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $200K/yr
3+ years expTardus Wealth Strategies is seeking a Senior Wealth Coach to lead consultative sales conversations and enroll clients into coaching programs. The role involves running strategy sessions, crafting cash flow plans, and managing a personal pipeline while mentoring junior coaches.
Computer Software
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
Qualification
Required
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
Preferred
Experience in financial coaching, wealth strategies, or adjacent fields
Leading or mentoring
Benefits
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
Commission, renewal residual and team bonuses
Company
ChatGPT Jobs
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2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase