Regional Director / Closer - High Ticket Intangible Financial Strategies

Earning Potential: $1,000,000+ annually

Role Overview

We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code , and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office.

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

Qualifications

• 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

What We Offer

• 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