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The Role:
- 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.
Responsibilities:
- 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.
What We Offer:
- 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
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.