Wealth Coach - Halifax/Dartmouth, NS

Job summary

Learn and explain the Infinite Banking strategy, advise qualified prospects, and close sales with integrity while maintaining accurate HubSpot records and prompt follow-up. Partner with the Client Relationship Manager, take ownership of client relationships after the sale, and lead annual reviews to keep clients’ strategies aligned with their changing needs.

Job details

You know you're built for more than a base salary and a script. You've got the drive. The discipline. The ability to close. But somewhere along the way, your growth got capped - by a manager, a territory, a comp plan that punishes ambition instead of rewarding it. You don't need another sales job. You need a real platform to build wealth - for your clients, and for yourself. If you're hungry, coachable, and ready to be held to a higher standard... If you're tired of chasing quotas for someone else's dream... This is your invitation to come build with us. We're Control & Compound Financial - one of Canada's fastest-growing financial education and wealth strategy firms. We work with real estate investors, farmers, business owners, and high-achievers to help them take control of their money using Infinite Banking - a strategy the ultra-wealthy use to grow and protect their wealth while keeping their money moving. And we're on the hunt for a Wealth Coach who's competitive, coachable, and ready to own their numbers. No finance or insurance background required. If you can sell, we'll teach you the rest. OUR SUPERPOWER? WE FILL YOUR CALENDAR. We are not expecting you to cold call or prospect. We will give you the leads and fill your calendar. Your job is simple: show up, build trust, and close. WHO THIS ROLE IS FOR You're in sales right now - software, B2B, auto, solar, real estate, telecom, you name it — and you're thinking: “I can sell. I can build relationships. But I'm not being paid — or trusted — like a top performer.” You're disciplined about follow-up. You don't let leads go cold. You keep your CRM clean because you know it's the backbone of the business, not busywork. You show up to every meeting prepared, and you don't need to be chased for updates. But you're not seeing the income — or the growth — that matches your effort. No real uncapped upside. No real coaching. Just quota after quota. That ends now. WHO THIS ROLE ISN'T FOR You need someone to light a fire under you. You’re uncomfortable being held to a number. You want to coast on a base salary. You can’t take direct feedback and get better fast. If any of that sounds like you, don’t apply — you’ll be miserable here, and so will we. WHAT YOU'LL DO Because we hand you a full calendar, your role stays focused: Learn the Infinite Banking strategy inside and out, then guide clients through it — educating, advising, and closing with integrity. Follow up fast and keep HubSpot airtight, so nothing falls through the cracks. Show up to team meetings prepared to own your numbers. Partner with your Client Relationship Manager for a seamless client experience. Own the client relationship long after the close. Lead annual review meetings to keep each client's strategy on track as their life and business evolve. We're not expecting you to cold call or prospect — we give you the leads and fill your calendar. Let's be direct about the seat: this is a closer's role. We hand you a calendar full of qualified prospects — you run the meeting and close. Do it with integrity, and those closes become clients for decades, with you leading their annual reviews. This is high-trust, consultative closing — and you'll have a seat at the table from Day 1. YOUR SUPERPOWERS No licence? No problem. Once hired, you'll earn your LLQP certification — we cover the cost and support you through it. Proven track record hitting or exceeding sales targets Experience in a closing role — SaaS, B2B, auto, solar, real estate, or any high-performance sales seat. No finance or insurance background needed. Fanatical about follow-up and documentation — you sweat the details Fanatical about follow-up, documentation, and compliance Coachable — you take feedback and get better, fast A closer who leads with integrity, not pressure WHAT WE OFFER (BEYOND THE PAYCHECK) Work hybrid from our Dartmouth office, or remotely from anywhere in Canada (excluding Quebec) 3+ weeks of vacation — we value life outside the office Comprehensive health plan — including $500 Health & Wellness accounts Full training on Infinite Banking and our products, plus LLQP licensing costs covered Uncapped performance bonuses — our top Wealth Coaches earn $200K+, and most coaches land between $130K–$160K in year one Real coaching and mentorship, not just a quota and a paid phone OUR VALUES Be Better Everyday Be a Good Person Not a Lot of Traffic on the Extra Mile No Entitlement These aren't just words on a wall — they're how we live, sell, and hire. DARTMOUTH-BASED, OPEN ACROSS CANADA Our preference is someone who can work with our team in our Dartmouth office, but exceptional candidates anywhere in Canada (excluding Quebec) are encouraged to apply remotely. You'll join a tight-knit team that's building something special — and you'll finally get paid what your performance is actually worth. THIS IS YOUR INVITATION If you're ready to stop chasing someone else's targets… If you want to be part of a team that's building wealth the smart way… If you're ready to be coached, held accountable, and paid like a top performer… *Please submit a resume and cover letter- please answer the following question within your cover letter: 'What interests you about helping clients use Infinite Banking as a wealth strategy?'. Only applications submitted with both a resume and cover letter included will be considered.

What you’ll do

Learn and explain the Infinite Banking strategy, advise qualified prospects, and close sales with integrity while maintaining accurate HubSpot records and prompt follow-up. Partner with the Client Relationship Manager, take ownership of client relationships after the sale, and lead annual reviews to keep clients’ strategies aligned with their changing needs.

Requirements

Candidates should have a proven record of meeting or exceeding sales targets and experience in a closing role; finance or insurance experience is not required. The role calls for disciplined follow-up and documentation, comfort with accountability and direct feedback, and a willingness to obtain LLQP certification with the employer covering the cost.

Benefits

• Three Or More Weeks Of Vacation
• Comprehensive Health Plan
• Health And Wellness Account
• Training
• LLQP Licensing Costs Covered
• Uncapped Performance Bonuses
• Coaching And Mentorship

Listed skills

• Compliance · Preferred
• Communication · Preferred
• Consultative Selling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales Closing
• Consultative Selling
• Client Relationship Management
• Lead Follow-Up
• CRM Documentation
• HubSpot
• Sales Target Achievement
• Financial Education
• Wealth Strategy
• Infinite Banking
• Client Advising
• Annual Client Reviews
• Compliance
• Communication
• Coaching And Feedback
• Integrity

Job areas

• Sales
• Finance & Accounting
• Consulting
• Customer Service & Support