High-ticket Closer

Role Overview

• Manage full-cycle sales opportunities from discovery to close
• Conduct sales calls, demos, and follow-ups with qualified prospects
• Sell financial advisor AI software to business owners, advisors, and decision-makers
• Lead discovery calls to identify business needs, pain points, budget, timeline, and decision-making process
• Present the software clearly and connect features to measurable business outcomes
• Maintain control of the sales process from first conversation to signed agreement
• Communicate the value of AI software in improving productivity, client engagement, lead handling, and business growth
• Explain software benefits in a clear, practical, and ROI-focused way
• Tailor presentations based on the prospect’s business model, goals, and current workflow
• Handle questions related to implementation, adoption, pricing, value, and long-term use
• Position the software as a solution to operational, sales, and client management challenges
• Handle objections confidently and professionally
• Negotiate terms while protecting company pricing, value, and standards
• Close high-ticket software sales using consultative and value-based selling methods
• Maintain urgency and deal momentum through structured follow-ups
• Manage multi-step sales conversations and keep prospects moving toward a decision
• Maintain a clean and accurate sales pipeline in the CRM
• Track activity, deal stages, follow-ups, close probability, and conversion metrics
• Provide regular pipeline updates and revenue forecasts
• Document prospect needs, objections, next steps, and deal status accurately
• Use CRM data and performance metrics to improve sales execution and close rates
• Work with leadership, marketing, and product support teams to align sales messaging with the software’s capabilities
• Share market feedback on objections, pricing, positioning, and prospect needs
• Support the improvement of sales scripts, demos, case studies, and closing materials
• Ensure closed deals are properly handed off for onboarding and implementation

Requirements

• Strong SaaS sales background is required
• Minimum of 3 years of closing experience, preferably in SaaS, software, fintech, AI tools, or B2B technology sales
• Proven ability to close high-ticket or subscription-based deals
• Experience selling to business owners, financial professionals, advisors, or professional service providers is strongly preferred
• Strong discovery, consultative selling, negotiation, and objection-handling skills
• Ability to clearly explain software value, ROI, and business impact
• Strong verbal and written communication skills
• High level of CRM discipline and pipeline organization
• Comfortable working in a performance-based sales environment
• Reliable internet connection and professional remote work setup
• Preferred Qualifications
• Experience selling SaaS products to financial advisors, insurance professionals, wealth management firms, or financial service providers
• Experience selling AI software, automation tools, CRM platforms, marketing technology, or fintech solutions
• Proven track record of meeting or exceeding quota
• Experience with demo-based selling and multi-call close processes
• Familiarity with CRM tools, call tracking, proposal tools, and e-signature platforms
• Ability to sell both the technical value and business value of a software product

Benefits

• $52,000 base salary for the first 90 days
• The first 90 days will be structured as a non-recoverable draw
• 15%–30% commission, based on performance metrics
• Uncapped earning potential based on closed revenue and sales performance