Senior Wealth Strategy Consultant; Fully Remote

• You will conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
• You are the closer, not the planner; a dedicated planning team handles implementation after enrollment.

• Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
• Educate prospects on retirement tax mitigation and Roth conversion concepts with trust and clarity.
• Manage follow-up conversations, pipeline activity, and accurate CRM documentation.

• 100% remote work with 25-30 inbound consultations provided weekly, plus flexible scheduling.
• Realistic earning potential of $200K-$250K+ with no cold calling or prospecting.
• Extensive coaching, ongoing development, and a high-performance culture without toxic sales pressure.

Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.