Are you self-assured, self-motivated, and self-reliant, yet the quintessential team player? Do you believe excellence is more than serving clients; that it’s being their advocate and serving them with conviction? Do you have intuitive listening skills, are you able to read situations carefully to build strong rapport and trust with prospects? Most of all, would you like to love your career?
TSP Family Office is a boutique consulting firm, specializing in tax planning, wealth planning, and asset protection exclusively to high-income, high-net worth individuals. Collaboration and professional growth are key components of our organization. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities for staff as they expand their technical knowledge and develop strong relationships with firm owners, executive leadership, clients, and associate professionals.
As a sales representative you will initially be handling warm inbound calls or leads, consulting with high-income individuals on their tax and financial needs, and then presenting personalized solutions developed by our team of strategists to lower the prospective client’s taxes, grow their retirement in tax advantaged ways, protect their assets and create generational wealth. You will interact with prospective clients through calls, emails, texts, video and speaking engagements. As you develop, you will need to identify and nurture opportunities to meet potential clients and develop strong strategic partnerships and referral sources.
The challenges of our complex tax and financial analysis and the rewards of working with a highly successful team make this an excellent opportunity for an insightful, results-driven professional to advance his/her career. We are growing rapidly and seeking innovative, forward-thinking candidates like you, who are interested in joining our organization.
A base compensation is offered plus commission and bonus with no limit in commission earnings. Advancement for successful salespeople can happen quickly for those who are able to leverage their experience building strategic partner relationships. This position is responsible for introducing clients to unique tax-saving, asset-protecting, and legacy-building strategies.
Bring your unique talents to our company and receive paid-training for a dynamic role that directs only warm leads your way (no cold calls) – because we believe in supporting your success, not holding it back. Join our team and realize the rewards of a career with an established organization, competitive base salary, unlimited earning potential, uncapped commissions, and a portfolio of benefits that start on day one.
Self-Motivated: When a lead comes in, you skillfully pick up the phone and use your sales expertise to turn prospects into happy, confident TSP Family Office clients.
A Front Lines Liaison: Have the unique ability to connect with educated, high-income individuals in representing the TSP Family Office brand. You believe in what you’re selling, and you enjoy connecting people to the right solutions for their individual needs.
Flexible: Whether you work at the office or from home, you adapt well to different environments, schedules, and the varying needs of our prospective clients.
A Client-Centric Closer: While “sales” is in your title, integrity is in your nature. That means you sincerely care that clients get exactly the services and results they expect.
Driven To Win: Have the internal desire to exceed sales goals.
We offer highly competitive compensation and benefits, including medical, dental, vision, short- and long-term disability and life insurance. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.