Senior Wealth Coach Consultative Sales
About The Position
Tardus Wealth Strategies is building a mission-driven team focused on helping high-performing individuals create sustainable cash flow and long-term wealth. This is not transactional selling, but structured, consultative enrollment into a system designed to change financial outcomes. We believe how you sell matters just as much as what you sell. Our clients trust us with major financial decisions and we take that responsibility seriously. This role is a Senior Wealth Coach who owns the full sales cycle from qualified first meeting to enrollment and expansion. The role is responsible for converting qualified prospects into paying clients, increasing client value through VIP upsells and renewals, and contributing to and growing a referral-driven pipeline. This is a production role first, with coaching and mentorship earned through consistent performance. The pipeline works with a baseline of company-supported opportunities and a system to generate client and affiliate referrals, along with proven frameworks to build centers of influence (CPAs, real estate agents, business owners). You will not be guessing—you will be executing a proven system.
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
- Top performers here don’t just win deals—they build long-term trust, referrals, and reputation.
Responsibilities
- Run 1:1 strategy sessions via Zoom
- Use SPIN-style discovery to understand client needs
- Present customized cash flow strategies
- Handle objections clearly and confidently
- Close clients into core programs and VIP tiers (when aligned)
- Generate referrals from clients and partners
- Build long-term relationships based on trust
- Maintain consistent follow-up across all opportunities
- Identify and convert right-fit clients into VIP
- Drive renewals through continued alignment and results
- Track pipeline and activity in CRM
- Maintain clear next steps and consistent follow-through
Benefits
- Uncapped commission
- Residual income on renewals
- Performance-based bonuses
- Proven SPIN-based sales process
- Scripts and frameworks rooted in ethical, consultative selling
- Weekly coaching on closing and pipeline building
- A collaborative, performance-driven team environment
- 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
