One of WFS Group’s rapidly growing financial services clients is seeking highly consultative CFP® professionals to join their inbound sales team and help high net worth retirees make smarter retirement tax planning decisions.This is NOT a traditional financial advisor role.You will NOT be:ProspectingCold callingNetworking for referralsManaging assetsBuilding financial plansHunting for clientsInstead, you’ll spend your time having sophisticated consultative conversations with affluent retirees and pre-retirees who have already expressed interest in advanced retirement tax planning strategies.This is a high-ticket inbound consultative sales role designed for CFP® professionals who genuinely enjoy client conversations, relationship-building, education, and helping prospects make informed financial decisions.The ideal candidate is not a “hard closer.”They are a trusted advisor, a confident communicator, and someone who can create genuine “aha moments” during the conversation.If you’ve ever thought:“I’m great with clients but tired of building a book”“I love the conversations more than the planning work”“I’d earn significantly more if someone handed me qualified meetings”…this may be exactly the opportunity you’ve been looking for.A Snapshot of WFS Group:WFS Group is a fast-paced, high-performance outsourced sales organization specializing in helping companies scale through world-class sales talent and infrastructure.Think of us as an outsourced sales department for fast-growing businesses.Our clients partner with us to recruit, train, and develop elite sales professionals who can represent their brands at the highest level. We work with innovative companies across multiple industries that rely on consultative sales environments and premium client experiences.This opportunity is with one of our premier financial services partners specializing in retirement tax planning and wealth strategy solutions.Position Overview:As a Senior Wealth Strategy Consultant, you will conduct 25-30 pre-scheduled Zoom consultations per week with high-net-worth prospects generated directly through the client’s marketing engine.These are warm, inbound conversations with individuals typically:Ages 59-75Holding $1M-$5M+ in retirement assetsActively seeking retirement tax planning guidanceUsing the client’s proven consultative framework, you’ll assess each prospect’s retirement situation, educate them on advanced tax planning strategies, and help them determine whether the process is the right fit.You are the closer, not the planner.A dedicated planning team handles implementation after the client enrolls.This role is ideal for professionals who:Communicate with confidenceBuild trust naturallySimplify complex financial conceptsThrive in relationship-driven conversationsEnjoy educating more than “selling”Want the earning upside of sales without the grind of prospectingWhy Top Performers Love This Opportunity:100% remote environment25-30 inbound consultations per week provided$200K-$250K+ realistic earning potentialNo cold calling or prospectingSophisticated financial conversations with affluent clientsHigh-ticket consultative sales environmentExtensive coaching and ongoing developmentHigh-performance culture without toxic sales pressureOpportunity to sell a service that genuinely changes livesMajor Roles & Responsibilities:Conduct inbound Zoom consultations with qualified prospects.Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.Educate prospects on retirement tax mitigation and Roth conversion planning concepts.Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions.Build trust and credibility through clear, consultative communication.Guide prospects through the decision-making process without relying on pressure-based sales tactics.Manage follow-up conversations and pipeline activity with discipline and consistency.Maintain accurate CRM documentation and forecasting.Participate in coaching sessions, team reviews, and ongoing training initiatives.Consistently achieve or exceed revenue and close-rate targets.Contribute positively to a high-performance, coachable team culture.Professionals Who Tend To Thrive Here:CFP® professionals who enjoy client conversations more than building plansAdvisors tired of prospecting and business developmentConsultants who naturally create trust and clarityProfessionals with strong executive presence on ZoomFinancial professionals who enjoy educating more than “selling”Relationship-driven communicators with strong emotional intelligenceAdvisors who want to maximize income without managing assetsHighly coachable professionals who thrive within proven systemsRequirements:CFP® designation in good standing (non-negotiable)5+ years in a client-facing financial planning, advisory, or consultative financial services roleExperience working with high-net-worth individualsStrong consultative communication skillsClean U4 regulatory historyConfidence presenting premium planning feesStrong executive presence and professionalism on ZoomHigh emotional intelligence and active listening abilityStrong follow-up discipline and pipeline management skillsCoachable mindset with willingness to follow a proven processCRM experience preferredYou SHOULD Apply If:You naturally build trust quickly with peopleYou’re confident without being overly aggressiveYou enjoy educating and guiding people through financial decisionsYou have strong executive presence and communication skillsYou’re tired of building a book from scratchYou want inbound opportunities instead of endless prospectingYou’re intellectually curious and financially sophisticatedYou thrive in high-performance environmentsYou want uncapped earning potential tied to performanceYou SHOULD NOT Apply If:You prefer technical planning work over client interactionYou dislike consultative conversationsYou want full autonomy instead of a proven processYou struggle with follow-up discipline and accountabilityYou dislike performance metrics or coachingYou are uncomfortable discussing premium fees confidentlyYou rely heavily on pressure-based sales tacticsYou are looking for a low-effort advisor roleIf you’re a high-performing CFP® professional who loves consultative client conversations but is tired of the traditional advisor grind, this is an opportunity to maximize both your impact and earning potential in a highly differentiated role.Pay: $100,000.00 - $360,000.00 per yearThis position is an Independent Contractor Role - 1099Flexible ScheduleWork Location: Remote
2 months ago