High-Ticket Sales Consultant - Financial Freedom
Indexed description
This is not transactional selling.
This is structured, consultative enrollment into a system that changes financial outcomes.
We believe how you sell matters just as much as what you sell. Our clients trust us with major financial decisions and we take that responsibility seriously.
Why This Role Is Different
- Close high-ticket programs
- Work a hybrid pipeline (referral and affiliate driven + company-supported)
- Build a book of business that compounds over time
- Operate inside a proven consultative sales system
- Sell with integrity - no pressure, no manipulation, no shortcuts
Role Summary
You own the full sales cycle from qualified first meeting to enrollment and expansion.
This role is responsible for:
- Converting qualified prospects into paying clients
- Increasing client value through VIP upsells and renewals
- Contributing to and growing a referral-driven pipeline
How Pipeline Works
This is not a “figure it out on your own” role and it’s not fully inbound either.
You will work with:
- A system to generate client and affiliate referrals
- Proven frameworks to build centers of influence (CPAs, real estate agents, business owners)
- A baseline of company-supported opportunities
What You’ll Do
Consultative Sales Execution
- Run 1:1 strategy sessions via Zoom
- Use SPIN-style discovery to understand client needs
- Present customized cash flow strategies
- Handle objections clearly and confidently
- Close clients into core programs and VIP tiers (when aligned)
- Generate referrals from clients and affiliate partners
- Build long-term relationships based on trust
- Maintain consistent follow-up across all opportunities
- Track pipeline and activity in CRM
- Maintain clear next steps and consistent follow-through
- 35+ qualified strategy sessions per month
- Strong close rate with consistent VIP upsells
- Increasing percentage of business from referrals and partnerships
- Growing residual income and repeat business
Compensation
- Uncapped commission
- Residual income on renewals
- Performance-based bonuses
Qualifications
Required
- Proven history of six-figure+ earnings in consultative sales
- 3+ years closing high-ticket services or programs ($5K+)
- Experience running full-cycle sales independently
- Strong consultative, question-based selling ability
- 100% trainability
- High integrity—you do what’s right
- You are in it to win for the client, show up prepared to every meeting
- You take full ownership of your results and seek to improve them
- You communicate clearly and directly
- CRM proficiency
- Strong Zoom / virtual selling capability
- Organized workflow and follow-up discipline
- Comfortable using modern tools, including AI to your benefit
- Remote
- Must accommodate client time zones
- You control your calendar
- Occasional travel for team events
- Salespeople who rely on pressure tactics or manipulation
- Unmotivated individuals
- Metrics tempt you to take short cuts
- Those expecting fully inbound, pre-booked calendars
- Order-takers who avoid follow-up or referrals
Submit:
- Resume and LinkedIn profile
- Last 3 years of sales performance
- Average deal size
This role is for professionals who want to win the right way.
You will also be expected to build trust, generate referrals, and create long-term value for both yourself and your clients.
We build long term wins for everyone involved.
Powered by JazzHR
2qxb2mwVsX
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search