Now Hiring - Falcon Wealth Planning, Inc - National Sales Manager in Ontario, CA

Full description of the position

Client Conversion Specialist (Sales Closer) Falcon Wealth Planning - Ontario, CA (potential for hybrid) Compensation: $65,000 base salary with total potential earnings up to $500,000+ annually, based on performance Falcon Wealth Planning, a fast-growing fiduciary financial planning firm, is seeking a Client Conversion Specialist to join our Advisory team. This role serves as the final step in the client acquisition process, partnering with Advisors and Relationship Managers to help close high-value or complex prospects. The ideal candidate is a proven closer--confident, professional, and skilled at earning trust while guiding clients toward informed decisions. Experience in financial services, insurance, or automotive sales is highly valued. Responsibilities * Work directly with Advisors and Relationship Managers to close qualified leads. * Present Falcon's financial planning process and fiduciary value proposition. * Handle objections with professionalism and clarity. * Maintain detailed records and follow-up activity in Salesforce. * Consistently meet or exceed monthly and quarterly conversion goals. Qualifications * Proven record of success in meeting or exceeding sales goals. * Excellent communication and negotiation skills. * Strong ability to build rapport and guide clients through decisions. * Experience in financial services, insurance, or automotive sales required. * Self-motivated, organized, and results-driven. * Bachelor's degree preferred but not required. Benefits * $65K base salary with potential to earn $500K+ based on performance. * Medical, dental, vision, 401(k), and paid time off. * Career growth opportunities within Advisory and Relationship Management. * Supportive, professional team environment. Job Type: Full-time Pay: $65,000.00 - $500,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off * Tuition reimbursement * Vision insurance Ability to Commute: * Ontario, CA 91764 (Required) Ability to Relocate: * Ontario, CA 91764: Relocate before starting work (Required) Work Location: Hybrid remote in Ontario, CA 91764