Senior Wealth Strategy Consultant (Fully Remote)

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

• You will conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
• You are the closer, not the planner; a dedicated planning team handles implementation after enrollment.

Responsibilities:

• Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
• Educate prospects on retirement tax mitigation and Roth conversion concepts with trust and clarity.
• Manage follow-up conversations, pipeline activity, and accurate CRM documentation.

What We Offer:

• 100% remote work with 25-30 inbound consultations provided weekly, plus flexible scheduling.
• Realistic earning potential of $200K-$250K+ with no cold calling or prospecting.
• Extensive coaching, ongoing development, and a high-performance culture without toxic sales pressure.

Curvion Blue

Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.