Job Description Position Title: High-Ticket Closer Employment Type: Full-Time Work Setup: Remote Position Summary We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI…
Job Description Position Title: High-Ticket Closer Employment Type: Full-Time Work Setup: Remote Position Summary We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI…
Job Description Position Title: High-Ticket Closer Employment Type: Full-Time Work Setup: Remote Position Summary We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI…
Washington, District of Columbia, United States · Remote Solely
Mid level
Job Description Position Title: High-Ticket Closer Employment Type: Full-Time Work Setup: Remote Position Summary We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI…
Job Description Position Title: High-Ticket Closer Employment Type: Full-Time Work Setup: Remote Position Summary We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI…
Job Description Position Title: High-Ticket Closer Employment Type: Full-Time Work Setup: Remote Position Summary We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI…
Customer Success Manager Remote · Eastern Time Zone · Full-time · 9am–6pm ET Read this part first. This is not a check-in-with-clients-once-a-week seat. We're not looking for someone to send a monthly report and call it …
Remote | Full-Time | Amazon Growth Agency This is not a check-in-with-clients-once-a-week seat. Trivium Group is an Inc. 5000-ranked, Clutch Award-winning Amazon growth agency. We manage millions in ad spend and help bra…
Remote | Full-Time | Amazon Growth Agency This is not a check-in-with-clients-once-a-week seat. Trivium Group is an Inc. 5000-ranked, Clutch Award-winning Amazon growth agency. We manage millions in ad spend and help bra…
Remote | Full-Time | Amazon Growth Agency This is not a check-in-with-clients-once-a-week seat. Trivium Group is an Inc. 5000-ranked, Clutch Award-winning Amazon growth agency. We manage millions in ad spend and help bra…
Remote | Full-Time | Amazon Growth Agency This is not a check-in-with-clients-once-a-week seat. Trivium Group is an Inc. 5000-ranked, Clutch Award-winning Amazon growth agency. We manage millions in ad spend and help bra…
Remote | Full-Time | Amazon Growth Agency This is not a check-in-with-clients-once-a-week seat. Trivium Group is an Inc. 5000-ranked, Clutch Award-winning Amazon growth agency. We manage millions in ad spend and help bra…
Remote | Full-Time | Amazon Growth Agency This is not a check-in-with-clients-once-a-week seat. Trivium Group is an Inc. 5000-ranked, Clutch Award-winning Amazon growth agency. We manage millions in ad spend and help bra…
📍 Location: Downtown Miami, FL (On-site / Local Applicants Only) 🕒 Schedule: Monday – Friday, 9:00 AM – 5:00 PM | Full-Time | High-Impact About the Role We are seeking an exceptional Life Manager / Executive Assistant …
📍 Location: Downtown Miami, FL (On-site / Local Applicants Only) 🕒 Schedule: Monday – Friday, 9:00 AM – 5:00 PM | Full-Time | High-Impact About the Role We are seeking an exceptional Life Manager / Executive Assistant …
📍 Remote | Full-Time | Immediate Start Trivium is a fast-growing, award-winning Amazon advertising agency ranked #170 on the Inc. 5000. We partner with scaling brands and need a senior Amazon PPC Lead who can own strate…
📍 Remote | Full-Time | Immediate Start Trivium is a fast-growing, award-winning Amazon advertising agency ranked #170 on the Inc. 5000. We partner with scaling brands and need a senior Amazon PPC Lead who can own strate…
📍 Remote | Full-Time | Immediate Start Trivium is a fast-growing, award-winning Amazon advertising agency ranked #170 on the Inc. 5000. We partner with scaling brands and need a senior Amazon PPC Lead who can own strate…
Skills: Amazon PPC, Account Management, Keyword Research, ROI Optimization, Data Analysis
📍 Remote | Full-Time | Immediate Start Trivium is a fast-growing, award-winning Amazon advertising agency ranked #170 on the Inc. 5000. We partner with scaling brands and need a senior Amazon PPC Lead who can own strate…
Manage the full-cycle sales process for a financial advisor AI software, from discovery and demos to closing high-ticket deals. Maintain a clean CRM pipeline and collaborate with cross-functional teams to align sales messaging with product capabilities.
Requirements
Requires a minimum of 3 years of closing experience in SaaS, fintech, or B2B technology sales. Candidates must have a proven track record of selling to business owners or financial professionals and possess strong consultative selling skills.
Full job description
Job Description
Position Title: High-Ticket Closer
Employment Type: Full-Time
Work Setup: Remote
Position Summary
We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI software solution.
This role is responsible for managing qualified sales opportunities, conducting discovery, presenting the software’s value, handling objections, negotiating terms, and closing high-ticket deals. The ideal candidate has proven experience selling SaaS products, understands consultative selling, and can clearly communicate ROI, efficiency gains, and business impact to financial professionals.
We are looking for someone who is confident, disciplined, and capable of closing deals in a performance-driven sales environment.
About the Company
We are a performance-focused digital marketing agency. We deliver tailored SEO, paid media, content strategies, and technology-driven growth solutions that drive revenue and visibility, with a strong emphasis on data-driven decision-making.
Key Duties and Responsibilities
Full-Cycle Sales Execution
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
SaaS Solution Selling
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
Closing and Objection Handling
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
Pipeline and CRM Management
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
Cross-Functional Collaboration
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
What We Provide
Full-time remote role
New financial advisor AI software offering
Sales support, scripts, and positioning materials
Performance-based commission structure
Opportunity to grow with a high-potential software product
Fast-moving, results-focused sales environment
Key Performance Indicators
Success in this role may be measured through the following:
Closed revenue
Close rate
Pipeline conversion rate
Sales activity and follow-up consistency
CRM accuracy and pipeline hygiene
Average deal size
Sales cycle length
Demo-to-close conversion
Ability to meet or exceed performance-based commission metrics
Core Competencies
SaaS sales
High-ticket closing
Consultative selling
Software demos
ROI-based selling
Objection handling
Pipeline management
CRM discipline
Financial services sales understanding
AI software positioning
Remote sales execution
Qualifications
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
Compensation
$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
Related keywords
SaaSAI SoftwareFintechHigh-ticket ClosingCRMB2B SalesFinancial AdvisorsROIConsultative SellingPipeline ManagementLead GenerationDigital MarketingSoftware as a ServiceValue-based SellingFinancial ServicesAutomation Tools
Trivium Group is a full-service Amazon agency that helps brands scale profitably on Amazon.
Industry
Business Consulting and Services
Company size
51-200 employees
Founded
2021
Headquarters
Miami, FL
LinkedIn followers
125,466
Trivium Group is a full-service Amazon agency that helps brands scale profitably on Amazon. We fully integrate with your team and become your full in-house Amazon team without the price tag. We are built on strong systems, sharp people, and good values.
Ranked #170 on the 2025 Inc. 5000 list of the fastest-growing companies.
Trivium Group is a full-service Amazon agency that helps brands scale profitably on Amazon.
Industry
Business Consulting and Services
Company size
51-200 employees
Founded
2021
Headquarters
Miami, FL
LinkedIn followers
125,466
Trivium Group is a full-service Amazon agency that helps brands scale profitably on Amazon. We fully integrate with your team and become your full in-house Amazon team without the price tag. We are built on strong systems, sharp people, and good values.
Ranked #170 on the 2025 Inc. 5000 list of the fastest-growing companies.