Note: The job is a remote job and is open to candidates in USA. Tardus Wealth Strategies is hiring a Wealth Coach to build and manage an independently generated sales pipeline. The role owns the full sales cycle, develops affiliate and referral relationships, conducts consultative sales conversations, and maintains CRM records and ongoing client relationships.
Responsibilities
- Generate qualified opportunities through direct outreach, networking, referrals, and affiliate relationships
- Build consistent prospecting habits and proactively schedule discovery calls and strategy sessions
- Expand beyond your existing network and maintain enough new activity to support ongoing production
- Own each opportunity from initial outreach through follow-up, enrollment, and relationship development
- Identify and connect with prospective affiliates and centers of influence, including CPAs, real estate agents, mortgage professionals, insurance professionals, and business owners
- Initiate conversations to understand each partner’s clients, priorities, and needs. Explain who Tardus serves and where an introduction may be appropriate
- Build relationships through reliable communication, useful information, and follow-through—not simply requests for leads
- Help interested partners understand the referral process and make introductions easy using Tardus resources and established processes
- Maintain regular contact with affiliates, strengthen productive relationships, and continue developing new partners
- Follow up promptly on introductions and keep partners appropriately informed while respecting prospective clients’ privacy
- Track partner outreach, active relationships, referrals, appointments, and resulting enrollments in the CRM
- Conduct virtual discovery and strategy sessions using structured, question-based methods such as SPIN or NEPQ
- Understand each prospect’s goals, challenges, and financial priorities before discussing potential solutions
- Clearly explain Tardus programs, address objections honestly, and help qualified prospects make informed decisions
- Enroll clients into appropriate programs and identify aligned opportunities for VIP enrollment and renewals
- Maintain accurate CRM records, clear next steps, and timely follow-up
- Track prospecting, affiliate development, appointments, conversions, and revenue
- Participate in coaching and training, apply feedback, and continuously improve your skills
Skills
- Experienced sales professionals
- Who know how to create opportunities through prospecting, networking, and referral relationships
- Not a fit for candidates who rely on inbound leads or a company filling out their calendar
- A track record of creating and closing their own opportunities
- Particularly independent insurance producers, door-to-door sales professionals, and experienced 1099 or full-commission salespeople
- Real estate, mortgage, B2B business development, and consultative sales backgrounds can also translate well when paired with strong prospecting skills
- Comfortable initiating conversations, handling rejection professionally, asking for introductions, and maintaining consistent follow-up
- Experience building a book of business matters more than having sold at a specific price point
- Relationship builders who can earn trust with professionals serving potential Tardus clients and turn those relationships into a consistent source of qualified introductions
Benefits
- 100% uncapped commission
- Residual income
- Remote work
- Tardus-provided consultative sales framework, training, referral development guidance, and tools
- Coaching
Company Overview