Wealth Coach (Remote Sales)

Tardus Wealth Strategies•Honolulu, HI

22d•Remote

About The Position

Tardus Wealth Strategies is seeking an experienced sales professional to build and manage a self-generated pipeline and book of business. The Wealth Coach owns the full sales cycle, from initiating conversations and developing referral relationships through discovery, enrollment, follow-up, and ongoing client relationship growth. This is a remote, 1099 independent-contractor role paid entirely through uncapped commission, with no base salary. The coach is responsible for generating their own pipeline; company-supported opportunities may supplement these efforts but are not guaranteed appointments or a substitute for prospecting. The role emphasizes consultative sales and relationship building. The Wealth Coach develops referral and affiliate partnerships, conducts virtual discovery and strategy sessions, explains Tardus programs, and helps qualified prospects make informed decisions. Tardus provides a sales framework, training, referral-development guidance, and tools. The coach is expected to maintain consistent activity, follow established processes, keep accurate CRM records, participate in coaching, apply feedback, and improve their skills over time.

Requirements

Experienced sales professional with a track record of creating and closing opportunities independently.
Strong prospecting skills and the ability to generate a pipeline rather than rely on inbound leads or company-scheduled appointments.
Comfort initiating conversations, handling rejection professionally, asking for introductions, and maintaining consistent follow-up.
Ability to build a book of business; experience building a book matters more than having sold at a specific price point.
Ability to own the full sales cycle, from initial outreach through enrollment and relationship development.

Nice To Haves

Background as an independent insurance producer, door-to-door sales professional, or experienced 1099 or full-commission salesperson.
Real estate, mortgage, B2B business development, or consultative sales experience paired with strong prospecting skills.
Experience with structured, question-based sales methods such as SPIN or NEPQ.

Responsibilities

Generate qualified opportunities through direct outreach, networking, referrals, and affiliate relationships.
Build consistent prospecting habits and proactively schedule discovery calls and strategy sessions.
Expand beyond an existing network and maintain enough new activity to support ongoing production.
Own opportunities from initial outreach through follow-up, enrollment, and relationship development.
Identify and connect with prospective affiliates and centers of influence, including CPAs, real estate agents, mortgage professionals, insurance professionals, and business owners.
Learn about prospective partners’ clients, priorities, and needs, and explain who Tardus serves and when an introduction may be appropriate.
Build affiliate relationships through reliable communication, useful information, and follow-through.
Help interested partners understand the referral process and make introductions using Tardus resources and established processes.
Maintain regular contact with affiliates, strengthen productive relationships, and develop new partners.
Follow up promptly on introductions and keep partners appropriately informed while respecting prospective clients’ privacy.
Track partner outreach, active relationships, referrals, appointments, enrollments, prospecting, conversions, and revenue in the CRM.
Conduct virtual discovery and strategy sessions using structured, question-based approaches such as SPIN or NEPQ.
Understand each prospect’s goals, challenges, and financial priorities before discussing potential solutions.
Explain Tardus programs clearly, address objections honestly, and help qualified prospects make informed decisions.
Enroll clients in appropriate programs and identify aligned opportunities for VIP enrollment and renewals.
Maintain accurate CRM records, clear next steps, and timely follow-up.
Participate in coaching and training, apply feedback, and continuously improve sales skills.