Senior Wealth Coach (Consultative Sales) at Tardus Wealth Strategies. Location Information: Anywhere in the World. . . Headquarters:. Honolulu Hawaii . URL:. . https://tardus.com. . . Six-figure closer wanted to coach high-achievers on building cash flow. . . . 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.. You’ll thrive here if you:. . 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. What you’ll do:. . 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. What we offer:. . 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. How to apply:. Submit a resume and LinkedIn profile. Include year-by-year sales results and average deal size.. . Full Job Description. Role summary. . 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.. . Outcomes and KPIs. . 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 . . Responsibilities. . . 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. . . Qualifications. . . 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 have. - Experience in financial coaching, wealth strategies, or adjacent fields - Leading or mentoring. . Work setup. . . Remote, with some evening availability for client time zones. . Occasional travel for team events or summits. . . Compensation. . . Commission, renewal residual and team bonuses. . . Compliance note. . This role provides coaching and education. It does not provide investment, tax, or legal advice. All representations must follow Tardus compliance and brand guidelines.. . To apply:. . https://weworkremotely.com/remote-jobs/tardus-wealth-strategies-senior-wealth-coach-consultative-sales.
Senior Wealth Coach (Consultative Sales) at Tardus Wealth Strategies