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Wilson Hand LLC

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Jobs at this company:

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🔥 Strategic Partner CPA or Financial Planner
Posted 2024-10-18

📍 United States

🧭 Contract

💸 100000 - 200000 USD per year

🔍 Tax Mitigation

  • Must have experience as a CPA/JD/LLM or in the Financial Planning Industry (1+ years).
  • Desirable to have a client list of current or past high-income individuals or business owners.

  • Play a vital role in the sourcing and sales of tax mitigation products and services.
  • Provide financial analysis, statement preparation, and ensure regulatory compliance.

LeadershipBusiness DevelopmentStrategyBusiness developmentStrategic ManagementCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-18
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🔥 High Level Sales Closer
Posted 2024-10-18

📍 Salt Lake City, Utah, United States

💸 400000 - 2000000 USD per year

🔍 Legal and Financial Services

  • Over 20 years of high-ticket closing experience.
  • Average annual income of over $500,000 in the last 5 years.
  • Proven experience in dealing with High-Net-Worth Individuals and Business owners.
  • Strong knowledge of financial products and intangible Financial Strategies.
  • Knowledge of the Federal tax code and its application in structured transactions.
  • Expert negotiation and superior presentation skills.
  • Ability to maintain confidentiality and handle sensitive information.
  • Experience working on high-ticket sales transactions on a commission basis.

  • Close high-value sales deals with clients, particularly High-Net-Worth Individuals and Business owners.
  • Negotiate and finalize terms and conditions of transactions.
  • Understand clients' financial goals and provide tailored financial solutions.
  • Provide expert guidance on tax planning strategies based on knowledge of the Federal tax code.

LeadershipBusiness DevelopmentCross-functional Team LeadershipBusiness developmentCommunication SkillsCollaborationNegotiation

Posted 2024-10-18
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🔥 Leads Manager
Posted 2024-10-18

📍 Utah, United States

  • Looking for a strategist who works well under deadlines and in a fast-paced environment.
  • Must possess excellent communication and leadership skills.
  • Experience in managing a team is a must.
  • Ability to collaborate with cross-functional teams.

  • Responsible for leads generation and managing KPIs and metrics.
  • Manage information in weekly report(s) for the Managing Director(s).
  • Coordinate with directors of three revenue divisions to devise effective leads strategies.
  • Monitor, analyze and adjust lead strategies to maximize performance.
  • Manage and mentor a team of six lead specialists ensuring targets are met.
  • Stay updated with industry trends and best practices in lead generation.

LeadershipBusiness DevelopmentPeople ManagementProduct ManagementCross-functional Team LeadershipStrategyBusiness developmentCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-10-18
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