Remote Inbound Wealth Strategy Consultant (CFP)

Curvion Blue; Polska; Hybride; PLN 391 000 - 1 408 000; Plein temps

Avantages offerts par ce poste

Remote work

Inbound opportunities

High earnings potential

Coaching & development

No cold calling

Résumé du poste

Curvion Blue is a fast-paced outsourced sales organization specializing in scaling businesses through elite sales professionals and infrastructure. We are seeking a Senior Wealth Strategy Consultant for an inbound, high-ticket, consultative role with CFP® designation, 5+ years of client-facing financial services experience, and a proven ability to educate and close with affluent retirees.

This remote, high-impact position offers no cold outreach, extensive coaching, and uncapped earning

Qualifications

• CFP® designation in good standing (non-negotiable).
• 5+ years in a client-facing financial services role with high-net-worth clients.
• Strong consultative communication and relationship-building skills.
• Excellent Zoom presence and professional demeanor for virtual conversations.

Responsabilités

• Conduct inbound Zoom consultations with qualified prospects.
• Educate prospects on retirement tax mitigation and planning concepts.
• Build trust and guide prospects through decision-making without pressure-based tactics.
• Maintain CRM records and forecast pipeline.
• Consistently achieve revenue and close-rate targets.

Connaissances

CFP® designation

Client-facing experience

Consultative communication

Executive presence on Zoom

Relationship-building

Emotional intelligence

Pipeline management

CRM experience

Remote selling

Outils

CRM

Zoom

Description du poste

Curvion Blue is a fast-paced outsourced sales organization specializing in scaling businesses through elite sales professionals and infrastructure. We are seeking a Senior Wealth Strategy Consultant for an inbound, high-ticket, consultative role with CFP® designation, 5+ years of client-facing financial services experience, and a proven ability to educate and close with affluent retirees.

This remote, high-impact position offers no cold outreach, extensive coaching, and uncapped earning