Senior Wealth Coach

Job Summary

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