Senior Tax Planning Sales Consultant for Physicians

GENWEALTH 360; Long Beach (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

401(k)

Company parties

Dental insurance

Health insurance

Vision insurance

Job summary

GENWEALTH 360 in Long Beach, California is seeking a Senior Sales Consultant I to lead consultative sales in advanced tax planning. You will own the full sales cycle and engage with high-income professionals and business owners to help them understand the value of proactive financial planning.

The ideal candidate has over 5 years of experience in selling high-ticket professional services, excellent CRM discipline, and the ability to manage complex engagements. The position offers a competitive base salary plus commission opportunities.

Qualifications

• 5+ years of consultative sales experience in professional services.
• Proven ability to sell $15,000 to $50,000+ engagements.
• Licensing in insurance or securities is helpful.

Responsibilities

• Own the full sales cycle from qualified opportunity to collected engagement fee.
• Conduct discovery calls and strategy presentations.
• Lead follow-up conversations with prospects.

Skills

Consultative sales experience

CRM discipline

Ability to sell high-ticket engagements

Strong executive presence

Job description

GENWEALTH 360 in Long Beach, California is seeking a Senior Sales Consultant I to lead consultative sales in advanced tax planning. You will own the full sales cycle and engage with high-income professionals and business owners to help them understand the value of proactive financial planning.

The ideal candidate has over 5 years of experience in selling high-ticket professional services, excellent CRM discipline, and the ability to manage complex engagements. The position offers a competitive base salary plus commission opportunities.