Senior Wealth Coach

A company is looking for a Wealth Coach (Consultative Sales) to lead consultative sales conversations and enroll clients into coaching programs.

Key Responsibilities

Run high-quality discovery using SPIN-style questioning

Present tailored cash flow plans and handle objections

Source new opportunities through networking and maintain accurate CRM records

Required Qualifications

Proven record of six-figure annual earnings in consultative sales

3+ years of experience closing high-ticket services or programs

Demonstrated mastery of SPIN or question-based selling

Comfortable with technology, including CRM and video tools

Strong organizational skills and a self-managing approach