The WFS Group

Strategy

• Conduct inbound Zoom consultations with qualified prospects.
• Use the client’s diagnostic framework to assess retirement planning concerns and tax exposure risks.
• Educate prospects on retirement tax mitigation and Roth conversion planning concepts.
• Create meaningful “epiphany moments” that help prospects understand the long-term impact of tax planning decisions.
• Build trust and credibility through clear, consultative communication.
• Guide prospects through the decision-making process without relying on pressure-based sales tactics.
• Manage follow-up conversations and pipeline activity with discipline and consistency.
• Maintain accurate CRM documentation and forecasting.
• Participate in coaching sessions, team reviews, and ongoing training initiatives.
• Consistently achieve or exceed revenue and close-rate targets.
• Contribute positively to a high-performance, coachable team culture.

Senior Wealth Strategy Consultant

Account Manager

• develop and execute Curvion's strategic partnership strategy.
• identify, recruit, onboard, and activate high-value referral and channel partners.
• build relationships with agencies, consultants, technology providers, communities, influencers, and other organizations that serve our ideal client profile.
• create and manage partnership programs designed to generate qualified opportunities and revenue.
• negotiate partnership agreements, referral arrangements, and strategic alliances.
• secure podcast appearances, speaking engagements, industry opportunities, and other leveraged distribution channels.
• create systems, processes, and reporting mechanisms to measure partnership performance and ROl.
• collaborate closely with the CEO and leadership team on growth initiatives and strategic opportunities.
• identify new distribution channels capable of generating scalable deal flow.
• build and manage a healthy pipeline of partnership opportunities and strategic relationships.
• continuously optimize Curvion's partnership ecosystem to maximize opportunities, influence, and revenue growth.

Senior Wealth Strategy Consultant

Director of Strategic Partnerships