Tardus Wealth Strategies: Senior Wealth Coach (Consultative Sales)

Introduction

Tardus Wealth Strategies is currently seeking a Senior Wealth Coach who specializes in consultative sales. This position is geared toward individuals who are passionate about helping mid- to high-level clients develop their cash flow strategies. The successful candidate should excel at converting initial meetings into long-term client relationships. This role is a remote opportunity allowing work from anywhere in the world, with occasional team events or summits requiring travel.

Role Overview

The Senior Wealth Coach will engage with qualified leads, facilitating strategy sessions that aim to craft customized cash flow plans. The role emphasizes metrics such as held meetings, close rates, renewals, booked revenue, and VIP upsells. The successful candidate will appreciate the importance of integrity in sales and adapt effectively to a tech-driven environment, using tools such as CRM systems, Zoom, and AI technologies like ChatGPT.

Key Responsibilities

The responsibilities encompass a range of activities focused on both client interaction and internal process management:

Conduct 1:1 strategy meetings to present tailored cash flow plans.
Close new clients while also upselling existing clients into the VIP tier.
Follow a structured sales process leveraging the SPIN technique for discovery.
Actively build and manage a personal pipeline through networking, partnerships, and referrals.
Ensure accurate CRM hygiene for forecasts and personal metrics.
Provide mentorship to junior coaches, sharing best practices within the team.

Performance Metrics

Performance in this role will be assessed through defined KPIs (Key Performance Indicators), critical to the success of Tardus’ sales approach:

Within 10 days: Complete onboarding of the sales process, shadow strategy meetings, set up CRM, and establish routines.
By 60 days: Hold between 15-25 qualified first meetings monthly while maintaining show rate targets.
Reach possible close rates of 80% within 90 days with potential for upselling clients to the VIP program.

Required Skills and Qualifications

Candidates applying for the Senior Wealth Coach position should possess the following qualifications:

A proven track record of six-figure annual earnings in consultative sales.
Three or more years of experience in closing high-ticket services and programs.
Mastery of SPIN or question-based selling methodology.
Comfortable conducting meetings on Zoom and delivering presentations clearly.
Organized and self-managing, with consistent follow-through on tasks.
Fluency with technology, including CRM systems, calendars, video conferencing software, and AI tools.
Must embody values of integrity, presence, coachability, and have a genuine desire to help clients succeed.

Preferred Qualifications

While not required, the following attributes may enhance a candidate’s application:

Experience in financial coaching or related fields.
Previous experience in leading or mentoring others in sales environments.

Work Environment and Setup

This is a remote position, allowing flexibility and autonomy in completing work tasks. Applicants should be prepared for occasional evening availability to accommodate clients in different time zones. In-person attendance may be required for company meetings or team events.

Compensation Structure

The compensation structure is highly motivating, consisting of commission, renewal residuals, and potential team bonuses based on individual and team performance. The company offers uncapped commission, allowing for significant earnings potential based on sales success.

Application Process

Interested candidates should prepare a resume and a LinkedIn profile detailing their sales achievements, including year-by-year sales results and average deal size. Tardus Wealth Strategies values a mission-driven team that champions results and integrity, making it essential for applicants to demonstrate alignment with these core values.

Conclusion

The Senior Wealth Coach role at Tardus Wealth Strategies represents an exciting opportunity for sales professionals eager to make a meaningful impact in the financial coaching industry. The company is looking for someone who is not only skilled in sales but also committed to nurturing client relationships and fostering growth through a consultative approach.

This job offer was originally published on weworkremotely.com