Consultative Sales Representative 100k
APS Financial Inc., Virginia Beach, Virginia, us, 23450
Job Description
Are you a high-performing sales professional who feels capped by a traditional salary structure? We are looking for a powerhouse communicator to join our firm as an
Estate Planning Team . This is a high-leverage role designed for someone who wants to operate with the autonomy of a business owner while backed by the infrastructure of an established firm.
In this position, your income is a direct reflection of your impact. We provide the platform, the legal expertise, and the lead flow—you provide the expertise and the closing power.
Role Mission Your goal is to guide high-net-worth individuals and families through the transition from "intention" to "protection". You will manage the full sales cycle, from initial consultation to the design of comprehensive estate strategies. This is a
results-driven environment
where top performers are rewarded with an industry-leading revenue-share model.
What You Bring to the Table
The Closer Mindset:
You have a proven track record of closing high-ticket services ($3k–$15k+) and aren't afraid to ask for the business.
Financial Sophistication:
You can navigate conversations about assets, tax implications, and legacy planning with authority.
Self-Governance:
You don't need a manager to tell you to follow up. You are disciplined, hungry, and thrive in a performance-based ecosystem.
Persuasion & Empathy:
You can move a client past the "procrastination" phase of estate planning by highlighting the high stakes of inaction.
Key Responsibilities
Strategic Consultations:
Lead high-level meetings to diagnose client needs and prescribe custom trust and estate packages.
Pipeline Optimization:
Aggressively manage a warm lead list to ensure maximum conversion rates.
Revenue Growth:
Take full ownership of your book of business, identifying opportunities for upsells and long-term fiduciary partnerships.
Professional Networking:
Cultivate a "circle of influence" among CPAs and wealth managers to ensure a steady stream of high-value referrals.
Compensation & Perks
Uncapped Earning Potential:
Our performance-based structure is designed so that there is no "ceiling" on your annual income.
High-Volume Lead Flow:
We invest heavily in marketing so you can spend your time closing, not cold-calling.
Flexibility:
As a results-oriented role, you have significant control over your schedule and how you manage your workflow.
Expert Backing:
You sell the vision; our legal team handles the document drafting and technical execution.
Company Description The APS Financial Group is renowned for its commitment to securing the financial future of our valued clients. Our personalized services have earned us a reputation for excellence in the financial industry.
At APS Financial, our team of expert Protection Specialists is dedicated to assisting retirees and those nearing retirement. By leveraging their extensive knowledge, we develop comprehensive financial strategies tailored to your needs. Our specialized services cover a range of accounts, including State Retirement Programs, Federal Employee Benefits, Thrift Savings Plan (TSP), 401(k) plans, 403(b) plans, and no-cost IRA Rollovers.
When you choose APS Financial for your financial protection needs, we ensure that our top representative is at your service. Our representatives are known for their deep resources and commitment to prioritizing the interests of our clients. With a passion for safeguarding your future, we provide solutions that cater to your real estate and retirement needs.
#J-18808-Ljbffr
Estate Planning Team . This is a high-leverage role designed for someone who wants to operate with the autonomy of a business owner while backed by the infrastructure of an established firm.
In this position, your income is a direct reflection of your impact. We provide the platform, the legal expertise, and the lead flow—you provide the expertise and the closing power.
Role Mission Your goal is to guide high-net-worth individuals and families through the transition from "intention" to "protection". You will manage the full sales cycle, from initial consultation to the design of comprehensive estate strategies. This is a
results-driven environment
where top performers are rewarded with an industry-leading revenue-share model.
What You Bring to the Table
The Closer Mindset:
You have a proven track record of closing high-ticket services ($3k–$15k+) and aren't afraid to ask for the business.
Financial Sophistication:
You can navigate conversations about assets, tax implications, and legacy planning with authority.
Self-Governance:
You don't need a manager to tell you to follow up. You are disciplined, hungry, and thrive in a performance-based ecosystem.
Persuasion & Empathy:
You can move a client past the "procrastination" phase of estate planning by highlighting the high stakes of inaction.
Key Responsibilities
Strategic Consultations:
Lead high-level meetings to diagnose client needs and prescribe custom trust and estate packages.
Pipeline Optimization:
Aggressively manage a warm lead list to ensure maximum conversion rates.
Revenue Growth:
Take full ownership of your book of business, identifying opportunities for upsells and long-term fiduciary partnerships.
Professional Networking:
Cultivate a "circle of influence" among CPAs and wealth managers to ensure a steady stream of high-value referrals.
Compensation & Perks
Uncapped Earning Potential:
Our performance-based structure is designed so that there is no "ceiling" on your annual income.
High-Volume Lead Flow:
We invest heavily in marketing so you can spend your time closing, not cold-calling.
Flexibility:
As a results-oriented role, you have significant control over your schedule and how you manage your workflow.
Expert Backing:
You sell the vision; our legal team handles the document drafting and technical execution.
Company Description The APS Financial Group is renowned for its commitment to securing the financial future of our valued clients. Our personalized services have earned us a reputation for excellence in the financial industry.
At APS Financial, our team of expert Protection Specialists is dedicated to assisting retirees and those nearing retirement. By leveraging their extensive knowledge, we develop comprehensive financial strategies tailored to your needs. Our specialized services cover a range of accounts, including State Retirement Programs, Federal Employee Benefits, Thrift Savings Plan (TSP), 401(k) plans, 403(b) plans, and no-cost IRA Rollovers.
When you choose APS Financial for your financial protection needs, we ensure that our top representative is at your service. Our representatives are known for their deep resources and commitment to prioritizing the interests of our clients. With a passion for safeguarding your future, we provide solutions that cater to your real estate and retirement needs.
#J-18808-Ljbffr