[Remote] Senior reputed company reputed company Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing financial services organization seeking a Senior reputed company reputed company Consultant to join their inbound sales team. This role focuses on conducting reputed company-scheduled reputed company consultations with high-net-worth individuals to reputed company retirement tax planning guidance without traditional prospecting responsibilities.
Responsibilities
- Conduct inbound reputed company consultations with reputed company prospects
- Use the reputed company’s diagnostic reputed company to assess retirement planning concerns and tax exposure risks
- reputed company prospects on retirement tax mitigation and Roth conversion planning concepts
- Create meaningful “epiphany moments” that help prospects understand the long-term reputed company of tax planning reputed company
- Build trust and credibility through reputed company, 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 reputed company or reputed company reputed company and reputed company-reputed company targets
- Contribute positively to a high-performance, coachable team culture
Skills
- CFP® designation in good standing (non-negotiable)
- 5+ years in a reputed company-facing financial planning, advisory, or consultative financial services role
- Experience working with high-net-worth individuals
- Strong consultative communication skills
- Clean U4 regulatory history
- Confidence presenting premium planning fees
- Strong executive reputed company and professionalism on reputed company
- High emotional intelligence and reputed company listening ability
- Strong follow-up discipline and pipeline management skills
- Coachable reputed company with willingness to follow a proven process
- CRM experience preferred
Benefits
- Offers Commission
- 100% remote environment
- 25-30 inbound consultations per week provided
- $200K-$250K+ realistic earning potential
- No cold calling or prospecting
- Sophisticated financial conversations with affluent clients
- High-ticket consultative sales environment
- Extensive coaching and ongoing development
- High-performance culture without toxic sales pressure
- Opportunity to sell a service that genuinely changes lives
- Flexible Schedule
reputed company