Senior Wealth Coach – Remote Position (Consultative Sales) at Tardus Wealth Strategies

Are you from India? 🇮🇳

Join Tardus Wealth Strategies as a Senior Wealth Coach

Six-Figure Closer Wanted to Coach High-Achievers on Building Cash Flow

If you thrive in consultative, question-based selling and excel at transforming initial meetings into long-term client relationships, Tardus Wealth Strategies is eager to meet you. As a Senior Wealth Coach, you will conduct strategy sessions with qualified leads, create customized cash flow plans, and enroll ideal clients into our coaching program and VIP tier.

Your Responsibilities

You will be evaluated on key performance indicators such as held meetings, close rates, renewals, revenue booked, VIP upsells, and referrals generated.

You’ll Thrive Here If You:

• Ask insightful questions, listen attentively, and sell with integrity.
• Consistently close four- and five-figure programs.
• Build your pipeline through networking, partnerships, and referrals.
• Are organized, coachable, and confident, especially on camera.
• Utilize technology proficiently: CRM, Zoom, calendars, and AI tools like ChatGPT.

What You’ll Do

• Conduct one-on-one strategy meetings and present customized plans.
• Secure new clients and upsell suitable clients into our VIP program.
• Follow a documented sales process using SPIN-style discovery techniques.
• Build and maintain a personal pipeline via outreach and referrals.
• Ensure CRM hygiene and accurate forecasting.
• Mentor junior coaches and share best practices.

What We Offer

• Competitive compensation with uncapped commission and residual income.
• A self-sourced pipeline and training materials, including scripts and objection handling playbooks.
• A mission-driven team committed to results and integrity.

How to Apply

Interested candidates should submit a resume and LinkedIn profile, including year-by-year sales results and average deal size.

Performance Expectations and KPIs

First 10 Days:

Complete onboarding for the Tardus sales process and SPIN discovery, shadow meetings, establish daily routines, and have personal pipeline plan approved.

Within 60 Days:

Hold 15–25 qualified first meetings per month and maintain targeted show rates.

90 Days and Beyond:

Aim for a potential company close rate of 80% with upsell to the VIP program and residual income.

Key Responsibilities

• Conduct high-quality discovery using SPIN-style questioning.
• Present tailored cash flow plans and articulate their value clearly.
• Handle objections effectively and ask for the sale.
• Consistently follow up with prospects.
• Source new opportunities through networking and referrals.
• Maintain accurate CRM records and manage task progression.
• Coordinate seamless client transitions.
• Track and enhance personal metrics on a weekly basis.
• Participate in weekly training sessions and role-plays.

Qualifications

• Demonstrated history of six-figure annual earnings in consultative sales.
• Over three years of experience closing high-ticket services or programs.
• Mastery of SPIN or question-based selling techniques.
• Comfort engaging on Zoom and delivering presentations.
• Self-managed, organized, with strong follow-through.
• Technologically savvy: proficient in CRM, calendars, video tools, and AI applications.
• Exhibit integrity, strong presence, coachability, and a passion for client success.

Preferred Qualifications

Experience in financial coaching, wealth strategies, or related fields, along with mentorship experience, is a plus.

Work Setup

• Remote work with some evening availability for various client time zones.
• Occasional travel for team events or summits.

Compensation

• Commission, renewal residuals, and team bonuses available.

Compliance Note

This role focuses on coaching and education and does not provide investment, tax, or legal advice. All representations must comply with Tardus’ guidelines.

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