Wilson Hand LLP

Regional Director, High Ticket Financial Strategies

Wilson Hand LLP

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Posted on:

Location Type: Remote

Location: Connecticut • New Jersey • United States

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Salary

💰 $1,000,000 per year

Job Level

Lead

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
high-ticket closingtax strategiesfinancial solutionsU.S. Tax Codestructured transactionssales processeslead conversionclient documentationcompliance reviewreporting
Soft Skills
negotiationcommunicationinterpersonal skillsproblem-solvingrelationship buildingtrust-buildingself-directiondisciplineadaptabilityclient service
Certifications
CFCCICCLUCFP