Wealth Coach; Consultative Sales

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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.

• Ask smart questions, listen deeply, and sell with integrity
• Consistently close four‑ and five‑figure programs
• Build pipeline through networking, partnerships, and referrals
• Are organized, coachable, confident, and comfortable on camera
• Use technology well: CRM, Zoom, calendars, and AI tools like ChatGPT

• 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

• 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

Submit a resume and Linked In profile. Include year‑by‑year sales results and average deal size.

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.

10 days – Complete onboarding on Tardus sales process and SPIN discovery – Shadow and reverse‑shadow strategy meetings; pass final role‑play – CRM set up, daily routines established; personal pipeline plan approved

60 days – Hold 15–25 qualified first meetings per month – Maintain show rate target.

90 days and ongoing – Company close rate possible of 80% with upsell to VIP program and residual

• 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

• Remote, with some evening availability for client time zones
• Occasional travel for team events or summits

• Commission, renewal residual and team bonuses

This role provides coaching and education. It does not provide investment, tax, or legal advice. All representations must follow Tardus compliance and brand guidelines.

Mid‑Senior level

Contract

Human Resources

Internet Publishing