Benefits:

401(k)

Company parties

Competitive salary

Dental insurance

Health insurance

Vision insurance

Senior Sales Consultant I Advanced Tax Planning and Wealth Strategy We are hiring a senior consultative salesperson to convert qualified physician and business-owner prospects into advanced tax planning and implementation engagements. This is not a commodity sales role. The successful candidate must be comfortable selling high-ticket professional services, coordinating with CPAs and tax attorneys, and helping affluent clients understand why proactive tax planning is the cornerstone of financial planning.

What You Will Own • Own the full sales cycle from qualified opportunity to collected engagement fee. • Conduct discovery calls, strategy presentations, follow-up, and close conversations. • Maintain disciplined CRM hygiene and pipeline forecasting. • Work with planning, CPA, legal, and implementation teams to ensure a clean handoff after close. • Build referral relationships with physicians, business owners, insurance professionals, and strategic partners.

Core Responsibilities • Lead discovery calls with high-income professionals and business owners. • Present planning engagement options, pricing, timeline, and next steps. • Close tax planning, implementation, and advisory engagements. • Follow up with prospects using a structured cadence. • Coordinate with technical teams before and after client enrollment. • Track activity, close rate, average engagement size, collected revenue, and referral source performance.

Required Qualifications • 5+ years of consultative sales experience in professional services, financial services, insurance, legal, accounting, or high-ticket advisory sales. • Proven ability to sell $15,000 to $50,000+ engagements. • Strong executive presence and ability to speak with physicians, entrepreneurs, and affluent families. • CRM discipline and pipeline management experience. • Licensing in insurance or securities is helpful but not required unless selling regulated products directly.

Compensation Plan

Compensation Element Recommended Market-Aligned Structure

Base Salary | $85,000 to $100,000, depending on experience and market. Top performers may exceed this range through accelerators.

Commission | 6% to 10% of collected planning fees, paid after client payment clears. Use 8% as the standard rate and reserve 10% for over-quota production.

Quota | Annual collected planning-fee quota of approximately $1,250,000 to $2,000,000, depending on lead flow and role seniority.

Accelerators | 10% to 12% commission on collected planning fees above 100% of quota. Optional quarterly bonus may be added for close rate, clean handoff, and client-fit score.

Clawback / Quality Gate | No commission will be paid on refunded fees, non-qualified clients, or engagements cancelled due to sales misrepresentation.

Insurance / Implementation Revenue | Product commissions or revenue participation should be paid only to properly licensed personnel and only where compliant with applicable insurance, legal, tax, and firm policies.