Regional Director, High Ticket Financial Strategies
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Job Description
Seeking an elite Regional Director/Closer to drive high-ticket financial transactions. Mastery of tax strategies and negotiation required, with exceptional client interaction.
Responsibilities:
- Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners
- Lead the full sales cycle from qualification to close, consistently exceeding revenue targets
- Serve as the primary point of contact for clients throughout the transaction process
- Review and approve all client documents for accuracy and compliance
- Communicate complex federal tax code implications in a clear, compelling manner
- Develop and refine policies, procedures, and sales processes to increase close rates
- Implement strategies to convert qualified leads into long‑term clients
- Collaborate with internal teams to ensure seamless client service and satisfaction
- Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings
- Document all activities, communications, and deal progression in the CRM for accurate reporting
Requirements:
- Bachelor’s degree in Business Administration, Finance, Law, or related field
- 10+ years of commission‑based high‑ticket closing experience in tax strategies or financial services
- Proven success closing $2M+ intangible financial solutions
- Average annual earnings of $400,000+ over the last 10 years
- Deep knowledge of the U.S. Tax Code and its application in structured transactions
- Skilled negotiator with exceptional communication and interpersonal abilities
- Demonstrated ability to build trust‑based relationships with HNWI and business owners
- Strong problem‑solving skills and the ability to resolve client service issues
- Proficiency with Microsoft Outlook, Teams, Calendar, and CRM systems
- Highly self‑directed, disciplined, and capable of thriving in a remote or hybrid environment
- Preferred certifications: CFC, CIC, CLU, CFP, IUL‑related credentials
Benefits:
- Commission percentage per closed transaction with potential to earn $1,000,000+ annually.
- Paid travel for client meetings and events
- Flexible work arrangements, including remote options
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