Remote Wealth Strategy Closer — Inbound Consults, $200K+

Curvion Blue; United States; Remote; USD 200,000 - 250,000; Full time

Job summary

Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. This role centers on inbound consultations and closing deals, with the implementation handed off to a dedicated planning team after enrollment.

You will conduct 25–30 inbound Zoom consultations weekly with affluent retirees and pre-retirees, educate them on retirement tax mitigation, and manage follow-up and CRM records to keep pipelines

Qualifications

• Prospects are affluent retirees and pre-retirees.
• Experience selling financial planning services is a plus.
• Strong communication and closing skills.

Responsibilities

• Conduct 25–30 inbound Zoom consultations weekly.
• Close deals; planning team handles implementation after enrollment.
• Educate prospects on retirement tax mitigation and Roth conversions.
• Manage follow-up conversations, pipeline activity, and CRM documentation.

Skills

Inbound consultations

Retirement planning knowledge

Tax mitigation awareness

CRM proficiency

Tools

CRM software

Job description

Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. This role centers on inbound consultations and closing deals, with the implementation handed off to a dedicated planning team after enrollment.

You will conduct 25–30 inbound Zoom consultations weekly with affluent retirees and pre-retirees, educate them on retirement tax mitigation, and manage follow-up and CRM records to keep pipelines