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.