Tardus Wealth Strategies

• Lead through active selling. Carry a personal quota, prospect for qualified opportunities, conduct consultative sales conversations, follow up consistently, and close new business alongside the team.
• Own team revenue performance. Establish clear activity and revenue expectations, monitor results, identify performance gaps, and take timely action to improve outcomes.
• Coach and develop Wealth Coaches. Lead regular role-plays, call reviews, pipeline reviews, individual coaching sessions, and deal strategy discussions that strengthen prospecting, discovery, objection handling, follow-up, and closing skills.
• Recruit and onboard sales talent. Source, interview, select, train, and ramp remote sales professionals who align with Tardus standards and values.
• Build accountability without micromanagement. Use objective performance data—including outreach, qualified meetings, introductions, follow-up activity, conversion rates, pipeline movement, and revenue—to guide coaching and performance conversations.
• Improve pipeline visibility and forecasting. Maintain strong CRM discipline, review the team's pipeline health, identify risks early, and provide reliable sales forecasts to executive leadership.
• Strengthen the sales operating system. Apply Tardus scripts, prospecting methods, referral and relationship-building channels, and objection-handling practices; document improvements and turn successful approaches into repeatable team processes.
• Protect service quality and compliance. Reinforce accurate, ethical, client-centered sales practices and collaborate with leadership to resolve issues that affect conversion, retention, or the client experience.
• Partner with company leadership. Report to the CEO and CFO, communicate performance clearly, recommend solutions, and help shape the sales team’s growth plan.

• You quickly learn the Tardus client journey, offer, sales process, and performance expectations.
• The team follows a consistent cadence for prospecting, pipeline management, coaching, and performance review.
• Sales activity, conversion, forecast accuracy, and revenue improve through measurable coaching and process changes.
• Underperformance is identified early and addressed directly, fairly, and constructively.
• Successful sales practices are documented so they can be taught, repeated, and scaled.
• New team members are selected carefully, onboarded effectively, and held to clear ramp expectations.

• At least three years of successful consultative B2C or B2B sales experience, including direct responsibility for prospecting, pipeline development, and closing.
• At least two years of experience hiring, training, coaching, and managing a quota-carrying sales team.
• A documented record of meeting personal sales goals and improving team performance against revenue targets.
• Experience generating opportunities proactively rather than relying exclusively on inbound leads.
• Strong skill in sales coaching, role-play, call review, pipeline inspection, and performance management.
• Ability to interpret sales metrics, diagnose performance problems, and translate findings into clear action plans.
• Experience leading in a remote environment using video meetings, a CRM, and digital communication tools.
• Clear, persuasive written and verbal communication skills, including the ability to handle difficult conversations professionally.
• Availability to maintain reliable working-hour overlap with Hawaii Standard Time and attend occasional evening meetings or company events when scheduled in advance.

• Experience in financial services or insurance sales, financial education, wealth coaching, real estate, business consulting, remote consultative sales, or another high-consideration service.
• Experience leading a distributed sales team and coaching sales conversations conducted by phone or video.
• Experience creating repeatable sales playbooks, onboarding programs, scorecards, or performance-management systems.
• Experience developing emerging sales leaders or helping a growing organization add management capacity.

• Medical and dental coverage
• Paid time off, company holidays, bereavement leave, and parental leave
• 401(k) benefits
• Company-provided laptop and approved remote-work support
• Professional development and company events

• Trust: We operate with integrity, keep commitments, and earn the trust of clients and colleagues.
• Excellence: We produce high-quality work without allowing perfection to delay progress.
• Accountability: We own our responsibilities, decisions, and results.
• Service: We look for opportunities to help others succeed.
• Collaboration: We solve problems through open communication and teamwork.
• Innovation: We improve and document repeatable systems that simplify work and strengthen outcomes.
• Gratitude: We recognize contributions, celebrate progress, and approach challenges constructively.

If you have successfully led a quota-carrying sales team, enjoy coaching through sales opportunities, and want direct responsibility for both people development and revenue growth, we encourage you to apply.
Tardus Wealth Strategies provides equal employment opportunities to qualified applicants and employees without regard to characteristics protected by applicable law. Reasonable accommodations are available during the hiring process upon request.