Senior Sales Consultant - Physician and Business Owner Market

GENWEALTH 360 INC•Long Beach, CA

66d•$85,000 - $100,000•Remote

About The Position

We are hiring a senior consultative salesperson to convert qualified physician and business-owner prospects into advanced tax planning and implementation engagements. This is not a commodity sales role. The successful candidate must be comfortable selling high-ticket professional services, coordinating with CPAs and tax attorneys, and helping affluent clients understand why proactive tax planning is the cornerstone of financial planning.

Requirements

5+ years of consultative sales experience in professional services, financial services, insurance, legal, accounting, or high-ticket advisory sales.
Proven ability to sell $15,000 to $50,000+ engagements.
Strong executive presence and ability to speak with physicians, entrepreneurs, and affluent families.
CRM discipline and pipeline management experience.

Nice To Haves

Licensing in insurance or securities is helpful but not required unless selling regulated products directly.

Responsibilities

Own the full sales cycle from qualified opportunity to collected engagement fee.
Conduct discovery calls, strategy presentations, follow-up, and close conversations.
Maintain disciplined CRM hygiene and pipeline forecasting.
Work with planning, CPA, legal, and implementation teams to ensure a clean handoff after close.
Build referral relationships with physicians, business owners, insurance professionals, and strategic partners.
Lead discovery calls with high-income professionals and business owners.
Present planning engagement options, pricing, timeline, and next steps.
Close tax planning, implementation, and advisory engagements.
Follow up with prospects using a structured cadence.
Coordinate with technical teams before and after client enrollment.
Track activity, close rate, average engagement size, collected revenue, and referral source performance.