Job Details

Overview

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.

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 you'll do more specifically

What you'll thrive on

• Ask smart questions, listen deeply, and sell with integrity
• Consistently close four- and five-figure programs
• Build pipeline through networking, partnerships, and referrals
• Be organized, coachable, confident, and comfortable on camera
• Use technology well: CRM, Zoom, calendars, and AI tools like ChatGPT

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 mentoring

Work 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.