Offer summary

Qualifications:

3+ years of proven sales experience, especially in high-ticket sales environments., Exceptional communication skills with native-level English proficiency., Strong consultative selling approach with high emotional intelligence., Experience with modern CRM systems and sales tools..

Key responsabilities:

Guide qualified inbound leads through a sophisticated sales journey.

Conduct professional discovery calls with high-net-worth individuals.

Manage the pre-appointment journey ensuring prospects are well-prepared.

Document all prospect interactions in CRM with meticulous attention to detail.

Job description

This is a remote position.

Job Highlights:

Contract type: Independent Contractor
Schedule: (10 AM - 7 PM Pacific, with 1-hour flexible break, unpaid)

Client Timezone: Pacific Time (PT)

Client Overview

Join a prestigious boutique tax advisory firm that serves an exclusive clientele of high-net-worth individuals. This rapidly growing firm specializes in developing creative tax strategies for successful professionals and entrepreneurs earning $500,000+ annually. With a focus on premium service delivery and sophisticated tax planning, they’ve built a reputation for delivering exceptional value to discerning clients.

Job Description

Step into a sophisticated sales environment where you’ll guide qualified inbound leads through a consultative journey. This isn’t your typical SDR role - you’ll be working exclusively with high-net-worth individuals, handling premium service offerings valued at $6,000+ annually. As the first point of contact for prospective clients, you’ll orchestrate a sophisticated pre-qualification process that includes educational components and value proposition discussions. This role offers exceptional growth potential, with a clear path to advancing into a closing position for the right performer.

Responsibilities

Guide qualified inbound leads through a sophisticated sales journey
Orchestrate prospect education through curated video content and materials
Conduct professional discovery calls with high-net-worth individuals
Qualify prospects based on specific criteria including minimum income requirements
Manage the pre-appointment journey ensuring prospects are well-prepared
Execute follow-up strategies to maintain engagement
Present complex service offerings and value propositions clearly and confidently
Document all prospect interactions in CRM with meticulous attention to detail
Schedule qualified appointments with decision-makers
Ensure prospects understand service offerings, timelines, and process requirements

Requirements

3+ years of proven sales experience, particularly in high-ticket sales environments
Exceptional communication skills with native-level English proficiency
Strong consultative selling approach with high emotional intelligence
Demonstrated ability to work independently and manage complex processes
Meticulous attention to detail and superior organizational skills
Experience with modern CRM systems and sales tools
Professional demeanor suitable for high-net-worth clientele
Ability to articulate complex value propositions clearly and confidently
Track record of consistently meeting or exceeding performance targets
Experience in financial services or professional services preferred

Benefits

Independent Contractor Perks:

HMO Coverage for eligible locations
Permanent Work from home
Immediate Hiring
Steady Freelance Job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_22239_JOB

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