Financial Sales Closer - Coaching Firm
About The Position
Tardus Wealth Strategies is seeking a mission-driven Financial Sales Closer to join their team, focusing on helping individuals create sustainable cash flow and long-term wealth. This role involves consultative enrollment into a system that changes financial outcomes, emphasizing integrity and trust over transactional selling. The position offers the opportunity to close high-ticket programs, work a hybrid pipeline (referral and affiliate driven with company support), build a compounding book of business, and operate within a proven consultative sales system. Top performers focus on building long-term trust, referrals, and reputation.
Requirements
- Proven history of six-figure+ earnings in consultative sales
- 3+ years closing high-ticket services or programs ($5K+)
- Experience running full-cycle sales independently
- Strong consultative, question-based selling ability
- 100% trainability
- High integrity—you do what’s right
- You are in it to win for the client, show up prepared to every meeting
- You take full ownership of your results
- You communicate clearly and directly
- CRM proficiency
- Strong Zoom / virtual selling capability
- Organized workflow and follow-up discipline
- Comfortable using modern tools, including AI to your benefit
Nice To Haves
- Build a book of business that compounds over time
- Operate inside a proven consultative sales system
- Sell with integrity - no pressure, no manipulation, no shortcuts
- Build long-term trust, referrals, and reputation
- Contribute to and grow a referral-driven pipeline
- Work with a system to generate client and affiliate referrals
- Use proven frameworks to build centers of influence (CPAs, real estate agents, business owners)
- Generate referrals from clients and affiliate partners
- Build long-term relationships based on trust
- Maintain consistent follow-up across all opportunities
- Track pipeline and activity in CRM
- Maintain clear next steps and consistent follow-through
- Achieve 35+ qualified strategy sessions per month
- Achieve strong close rate with consistent VIP upsells
- Increase percentage of business from referrals and partnerships
- Grow residual income and repeat business
- Close most deals in 2 conversations
Responsibilities
- Converting qualified prospects into paying clients
- Increasing client value through VIP upsells and renewals
- Contributing to and growing a referral-driven pipeline
- Running 1:1 strategy sessions via Zoom
- Using SPIN-style discovery to understand client needs
- Presenting customized cash flow strategies
- Handling objections clearly and confidently
- Closing clients into core programs and VIP tiers (when aligned)
- Generating referrals from clients and affiliate partners
- Building long-term relationships based on trust
- Maintaining consistent follow-up across all opportunities
- Tracking pipeline and activity in CRM
- Maintaining clear next steps and consistent follow-through
Benefits
- Uncapped commission
- Residual income on renewals
- Performance-based bonuses
- Remote work
- Control your calendar
- Occasional travel for team events
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
