Tardus Wealth Strategies-posted about 17 hours ago
Full-time • Mid Level
Remote • Honolulu, HI

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. The Senior Wealth Coach leads consultative sales conversations that enroll mid- to high-level clients into Tardus coaching programs and VIP. The coach creates and manages a full pipeline, runs expert discovery, creates comprehensive plans, and drives referrals. The role requires strong organization, consistent follow-up, and a mentoring mindset.

  • 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
  • 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
  • Experience in financial coaching, wealth strategies, or adjacent fields
  • Leading or mentoring
  • Competitive compensation with uncapped commission and residual
  • Self-sourced pipeline
  • Training, scripts, objection handling playbooks, and ongoing coaching
  • A mission-driven team that values results and integrity
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