Posted 11 days ago
Tardus (Tardus Wealth Strategies) is a Honolulu-headquartered, full-service wealth-coaching and financial education company that works with members across the U.S. and internationally to help them become “work optional” through a structured approach to building passive income. Through monthly one-on-one coaching, Tardus Wealth Coaches guide clients in using the company’s patented Income Snowball™ system to accelerate debt payoff, increase cash flow, reduce taxes, and invest in income-producing assets, with the goal of creating a predictable path to long-term financial independence.
Six-figure closer wanted to coach high-achievers on building cash flow
If you love consultative, question-based selling and you’re great at turning first meetings into long-term clients, Tardus Wealth Strategies wants to meet you. As a Senior Wealth Coach, you will run strategy sessions with qualified leads, craft customized cash flow plans, and enroll the right-fit clients into our coaching program and VIP tier. You’ll be measured by outcomes you can control: held meetings, close rate, renewals, revenue booked, VIP upsells, and referrals generated.
You’ll thrive here if you:
Ask smart questions, listen deeply, and sell with integrity - Consistently close four- and five-figure programs - Build pipeline through networking, partnerships, and referrals - Are organized, coachable, confident, and comfortable on camera - Use technology well: CRM, Zoom, calendars, and AI tools like ChatGPT
What you’ll do:
Run 1:1 strategy meetings and present tailored plans - Close new clients and upsell right-fit clients into VIP - Follow a documented sales process using SPIN-style discovery - Build and manage a personal pipeline through outreach and referrals - Maintain clean CRM hygiene and accurate forecasts - Mentor junior coaches and share best practices
What we offer:
Competitive compensation with uncapped commission and residual - Self-sourced pipeline - Training, scripts, objection handling playbooks, and ongoing coaching - A mission-driven team that values results and integrity
How to apply:
Submit a resume and LinkedIn profile. Include year-by-year sales results and average deal size.
The Senior Wealth Coach leads consultative sales conversations that enroll mid- to high-level clients into Tardus coaching programs and VIP. The coach creates and manages a full pipeline, runs expert discovery, creates comprehensive plans, and drives referrals. The role requires strong organization, consistent follow-up, and a mentoring mindset.
10 days - Complete onboarding on Tardus sales process and SPIN discovery - Shadow and reverse-shadow strategy meetings; pass final role-play - CRM set up, daily routines established; personal pipeline plan approved
60 days - Hold 15–25 qualified first meetings per month - Maintain show rate target.
90 days and ongoing - Company close rate possible of 80% with upsell to VIP program and residual
Nice to have - Experience in financial coaching, wealth strategies, or adjacent fields - Leading or mentoring
This role provides coaching and education. It does not provide investment, tax, or legal advice. All representations must follow Tardus compliance and brand guidelines.
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