Teams at Curvion Blue

Conduct 25–30 inbound Zoom consultations weekly with high-net-worth retirees, using a consultative framework to assess retirement tax exposure, educate on advanced strategies, create decision-driving moments, manage pipeline and CRM, and close sales while a planning team handles implementation.

Remote independent-contractor closer selling high-ticket coaching and consulting to founders and executives. Conduct consultative conversations about revenue, KPIs, team structure, and strategic priorities; diagnose business challenges, communicate ROI, build trust, and consistently close deals to meet revenue goals.

Conduct consultative discovery calls with motivated real-estate investing prospects, uncover goals and financial motivations, build trust and certainty, present program fit, convert qualified appointments into enrolled clients, and exceed revenue goals while delivering an exceptional prospect experience.