Regional Director / Closer - High Ticket Intangible Financial Strategies

Earning Potential: $1,000,000+ annuallyRole OverviewWe are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office.ResponsibilitiesDrive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business ownersLead the full sales cycle from qualification to close, consistently exceeding revenue targetsServe as the primary point of contact for clients throughout the transaction processReview and approve all client documents for accuracy and complianceCommunicate complex federal tax code implications in a clear, compelling mannerDevelop and refine policies, procedures, and sales processes to increase close ratesImplement strategies to convert qualified leads into long‑term clientsCollaborate with internal teams to ensure seamless client service and satisfactionMaintain expert‑level knowledge of industry trends, tax strategies, and competitor offeringsDocument all activities, communications, and deal progression in the CRM for accurate reportingRequirementsQualificationsBachelor's degree in Business Administration, Finance, Law, or related field10+ years of commission‑based high‑ticket closing experience in tax strategies or financial servicesProven success closing $2M+ intangible financial solutionsAverage annual earnings of $400,000+ over the last 10 yearsDeep knowledge of the U.S. Tax Code and its application in structured transactionsSkilled negotiator with exceptional communication and interpersonal abilitiesDemonstrated ability to build trust‑based relationships with HNWI and business ownersStrong problem‑solving skills and the ability to resolve client service issuesProficiency with Microsoft Outlook, Teams, Calendar, and CRM systemsHighly self‑directed, disciplined, and capable of thriving in a remote or hybrid environmentPreferred certifications: CFC, CIC, CLU, CFP, IUL‑related credentialsBenefitsWhat We OfferCommission percentage per closed transaction with potential to earn $1,000,000+ annuallyPaid travel for client meetings and eventsFlexible work arrangements, including remote options