Senior Wealth Coach Consultative Sales at Tardus Wealth Strategies | Torre
Senior Wealth Coach Consultative Sales
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Senior Wealth Coach Consultative Sales

Tardus Wealth Strategies
Emma
Emma
You'll empower clients to achieve financial freedom by building trust and driving sustainable wealth strategies.
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Emma of Torre.ai
 about 2 months ago

Requirements and responsibilities

About TardusTardus Wealth Strategies is building a mission-driven team focused on helping high-performing individuals create sustainable cash flow and long-term wealth.This is not transactional selling. This is structured, consultative enrollment into a system designed to change financial outcomes.We believe how you sell matters just as much as what you sell. Our clients trust us with major financial decisions and we take that responsibility seriously.Why This Role Is DifferentClose high-ticket programsWork a hybrid pipeline (company-supported + referral-driven)Build a book of business that compounds over timeOperate inside a proven consultative sales systemSell with integrity - no pressure, no manipulation, no shortcutsTop performers here don’t just win deals—they build long-term trust, referrals, and reputation.Role SummaryThe Senior Wealth Coach owns the full sales cycle from qualified first meeting to enrollment and expansion.This role is responsible for:Converting qualified prospects into paying clientsIncreasing client value through VIP upsells and renewalsContributing to and growing a referral-driven pipelineThis is a production role first. Coaching and mentorship are earned through consistent performance.How Pipeline WorksThis is not a “figure it out on your own” role and it’s not fully inbound either.You will work with:A baseline of company-supported opportunitiesA system to generate client and affiliate referralsProven frameworks to build centers of influence (CPAs, real estate agents, business owners)You will not be guessing—you will be executing a proven system.What You’ll DoConsultative Sales ExecutionRun 1:1 strategy sessions via ZoomUse SPIN-style discovery to understand client needsPresent customized cash flow strategiesHandle objections clearly and confidentlyClose clients into core programs and VIP tiers (when aligned)Pipeline & Relationship GrowthGenerate referrals from clients and partnersBuild long-term relationships based on trustMaintain consistent follow-up across all opportunitiesClient ExpansionIdentify and convert right-fit clients into VIPDrive renewals through continued alignment and resultsSystems DisciplineTrack pipeline and activity in CRMMaintain clear next steps and consistent follow-throughWhat Success Looks Like35+ qualified strategy sessions per monthStrong close rate with consistent VIP upsellsIncreasing percentage of business from referrals and partnershipsGrowing residual income and repeat businessMost deals close in 2 conversations.CompensationUncapped commissionResidual income on renewalsPerformance-based bonusesTop performers build multiple six-figure incomes through closing and recurring revenue.What We ProvideProven SPIN-based sales processScripts and frameworks rooted in ethical, consultative sellingWeekly coaching on closing and pipeline buildingA collaborative, performance-driven team environmentQualificationsRequiredProven history of six-figure+ earnings in consultative sales3+ years closing high-ticket services or programs ($5K+)Experience running full-cycle sales independentlyStrong consultative, question-based selling ability100% trainabilityNon-Negotiable TraitsHigh integrity—you do what’s rightYou are in it to win for the client, show up prepared to every meetingYou take full ownership of your resultsYou communicate clearly and directlyTechnicalCRM proficiencyStrong Zoom / virtual selling capabilityOrganized workflow and follow-up disciplineComfortable using modern tools, including AI to your benefitWork SetupRemoteMust accommodate client time zonesYou control your calendarOccasional travel for team eventsWho This Is NOT ForSalespeople who rely on pressure tactics or manipulationMetrics tempt you to take short cutsThose expecting fully inbound, pre-booked calendarsOrder-takers who avoid follow-up or referralsHow to ApplySubmit:Resume and LinkedIn profileLast 3 years of sales performanceAverage deal sizeFinal WordThis role is for professionals who want to win the right way.You will have opportunities to close.You will also be expected to build trust, generate referrals, and create long-term value for both yourself and your clients.We build long term wins for everyone involved.
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