Remote Closer
$52kTrivium
Position Title: High-Ticket Closer Employment Type: Full-Time
Work Setup: Remote
We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI software solution.
This role is responsible for managing qualified sales opportunities, conducting discovery, presenting the software’s value, handling objections, negotiating terms, and closing high-ticket deals. The ideal candidate has proven experience selling SaaS products, understands consultative selling, and can clearly communicate ROI, efficiency gains, and business impact to financial professionals.
We are looking for someone who is confident, disciplined, and capable of closing deals in a performance-driven sales environment.
We are a performance-focused digital marketing agency. We deliver tailored SEO, paid media, content strategies, and technology-driven growth solutions that drive revenue and visibility, with a strong emphasis on data-driven decision-making.
Sell financial advisor AI software to business owners, advisors, and decision-makers
Present the software clearly and connect features to measurable business outcomes
Communicate the value of AI software in improving productivity, client engagement, lead handling, and business growth
Explain software benefits in a clear, practical, and ROI-focused way
Handle questions related to implementation, adoption, pricing, value, and long-term use
Position the software as a solution to operational, sales, and client management challenges
Close high-ticket software sales using consultative and value-based selling methods
Maintain urgency and deal momentum through structured follow-ups
Pipeline and CRM Management
Maintain a clean and accurate sales pipeline in the CRM
Provide regular pipeline updates and revenue forecasts
Document prospect needs, objections, next steps, and deal status accurately
Use CRM data and performance metrics to improve sales execution and close rates
Work with leadership, marketing, and product support teams to align sales messaging with the software’s capabilities
Support the improvement of sales scripts, demos, case studies, and closing materials
Ensure closed deals are properly handed off for onboarding and implementation
Full-time remote role
New financial advisor AI software offering
Sales support, scripts, and positioning materials
Performance-based commission structure
Opportunity to grow with a high-potential software product
Key Performance Indicators
Pipeline conversion rate
CRM accuracy and pipeline hygiene
Ability to meet or exceed performance-based commission metrics
Software demos
Pipeline management
CRM discipline
Financial services sales understanding
AI software positioning
Remote sales execution
Minimum of 3 years of closing experience, preferably in SaaS, software, fintech, AI tools, or B2B technology sales
Experience selling to business owners, financial professionals, advisors, or professional service providers is strongly preferred
Ability to clearly explain software value, ROI, and business impact
High level of CRM discipline and pipeline organization
Comfortable working in a performance-based sales environment
Reliable internet connection and professional remote work setup
Experience selling SaaS products to financial advisors, insurance professionals, wealth management firms, or financial service providers
Experience selling AI software, automation tools, CRM platforms, marketing technology, or fintech solutions
Familiarity with CRM tools, call tracking, proposal tools, and e-signature platforms
Ability to sell both the technical value and business value of a software product
The first 90 days will be structured as a non-recoverable draw
- 15%–30% commission, based on performance metrics
- Uncapped earning potential based on closed revenue and sales performance
$10k
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