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
Australia
United States only
United Kingdom only
Brazil only