Job Description
📋 Description Run daily discovery and intro calls with warm inbound leads. Re-engage and nurture prospects with structured follow-ups. Maintain CRM hygiene: stage progression, logging, notes, forecasts. Lead consultative Zoom calls to understand goals and qualify fit. Present Titan's wealth strategies and advisory services to clients. Handle objections, close deals, and shepherd transfers (ACATs/rollovers/ACH). 🎯 Requirements 3+ years of full-cycle consultative sales experience with closing. Series 65 (or SIE/Series 7 + 66 equivalent) required. Bachelor's degree or equivalent practical experience. Proven track record of meeting or exceeding conversion and revenue targets. Strong discovery and qualification instincts. CRM fluency and pipeline discipline; hygiene is non-negotiable. 🎁 Benefits Competitive equity and compensation High autonomy and impact World-class backing by investors Opportunity to shape Titan's early sales strategy
