Wilson Hand is hiring a Regional Director / Closer - High Ticket Intangible Financial Strategies

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

Additional Information

• This is a 1099, commission only position
• Work from home / remote from residence or office
• Applications from candidates outside the NY/NJ/CT region will be rejected