Senior Sales Consultant - Physician and Business Owner Market

Job Description

Job Description

Benefits:

• 401(k)
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance

Senior Sales Consultant I Advanced Tax Planning and Wealth Strategy
We are hiring a senior consultative salesperson to convert qualified physician and business-owner prospects into
advanced tax planning and implementation engagements. This is not a commodity sales role. The successful
candidate must be comfortable selling high-ticket professional services, coordinating with CPAs and tax attorneys,
and helping affluent clients understand why proactive tax planning is the cornerstone of financial planning.

What You Will Own
Own the full sales cycle from qualified opportunity to collected engagement fee.
Conduct discovery calls, strategy presentations, follow-up, and close conversations.
Maintain disciplined CRM hygiene and pipeline forecasting.
Work with planning, CPA, legal, and implementation teams to ensure a clean handoff after close.
Build referral relationships with physicians, business owners, insurance professionals, and strategic partners.

Core Responsibilities
Lead discovery calls with high-income professionals and business owners.
Present planning engagement options, pricing, timeline, and next steps.
Close tax planning, implementation, and advisory engagements.
Follow up with prospects using a structured cadence.
Coordinate with technical teams before and after client enrollment.
Track activity, close rate, average engagement size, collected revenue, and referral source performance.

Required Qualifications
5+ years of consultative sales experience in professional services, financial services, insurance, legal,
accounting, or high-ticket advisory sales.
Proven ability to sell $15,000 to $50,000+ engagements.
Strong executive presence and ability to speak with physicians, entrepreneurs, and affluent families.
CRM discipline and pipeline management experience.
Licensing in insurance or securities is helpful but not required unless selling regulated products directly.

Compensation Plan

Compensation Element Recommended Market-Aligned Structure

• Base Salary | $85,000 to $100,000, depending on experience and market. Top performers may exceed this range through accelerators.
• Commission | 6% to 10% of collected planning fees, paid after client payment clears. Use 8% as the standard rate and reserve 10% for over-quota production.
• Quota | Annual collected planning-fee quota of approximately $1,250,000 to $2,000,000, depending on lead flow and role seniority.
• Accelerators | 10% to 12% commission on collected planning fees above 100% of quota. Optional quarterly bonus may be added for close rate, clean handoff, and client-fit score.
• Clawback / Quality Gate | No commission will be paid on refunded fees, non-qualified clients, or engagements cancelled due to sales misrepresentation.
• Insurance / Implementation Revenue | Product commissions or revenue participation should be paid only to properly licensed personnel and only where compliant with applicable insurance, legal, tax, and firm policies.