Regional Director – High Ticket Intangible Financial Strategies

Wilson Hand LLP

Regional Director / Closer handling sales for high-ticket intangible financial strategies to HNWI. Leading transactions and guiding clients through complex structured transactions while ensuring exceptional experiences.

Posted 4/22/2026contractRemote • Connecticut, New Jersey, New York • 🇺🇸 United StatesLead💰 $1,000,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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