Wealth Coach (Consultative Sales)

Tardus Wealth Strategies • Honolulu, HI

8d • Remote

About The Position

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.

Requirements

• 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 Haves

• Experience in financial coaching, wealth strategies, or adjacent fields
• Leading or mentoring

Responsibilities

• 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
• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees