Senior Sales Consultant - Physician and Business Owner Market

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.
• Cookordination 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

• 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.