Gold Investment Sales Consultant

About Axe Recruiting & Our Client
Axe Recruiting has been retained to build the initial sales team for a gold-backed fintech / neo-banking platform offering:

• Physical gold sales

• IRA rollovers and other retirement funding into gold-backed products

• Trading and futures via a licensed brokerage structure

• Access to a large community of gold-focused investors and enthusiasts

Position Summary

The Gold Investment Sales Consultant is responsible for generating new revenue by:

• Selling gold and gold-backed IRA products, and

• Building and managing a personal book of clients.

This is a phone-first, investment-style sales role with significant upside for producers.

Pre-funding, the role is commission-only. After funding, the client plans to move strong performers to a salary draw plus commission structure.

Key Responsibilities

New Business Development

• Execute a high-activity outbound sales motion:

  • Prospecting calls

  • Follow-up calls

  • Email and compliant SMS outreach

• Target:

  • Individual investors interested in gold and alternative assets

  • Prospects looking to roll IRAs / retirement funds into gold-backed structures

  • Warm communities and referrals (gold-mining groups, social media, etc.)

Consultative Sales

• Conduct structured discovery to understand:

  • Financial objectives, time horizon, and risk tolerance

• Present and explain:

  • How physical gold and gold-backed accounts fit into a portfolio

  • How IRA rollovers into gold work, in practical terms

  • Key differences between this platform and other gold / IRA providers

• Coordinate with internal operations and licensed brokerage staff to:

  • Support client onboarding, documentation, and funding

  • Ensure a smooth and compliant client experience

Pipeline & Performance Management

• Maintain a disciplined pipeline in the CRM / admin panel:

  • Log all activities, notes, and next steps

  • Maintain accurate forecasts

• Meet or exceed monthly and quarterly volume and revenue targets.

• Develop a repeat and referral business from existing clients.

Process Feedback & Team Support

• Provide feedback on:

  • Effective messaging and approaches

  • Common objections and process bottlenecks

• Contribute to continuous improvement of:

  • Scripts and talk tracks

  • Email and follow-up sequences

  • Targeting and segmentation

Requirements

Experience

• 3+ years of successful sales experience in financial or investment products, ideally:

  • Gold / precious metals

  • Gold IRAs or retirement products

  • Annuities, structured products, or other alternative investments

• Strong track record of:

  • Meeting or exceeding sales / production targets

  • Managing a full sales cycle from prospecting to close

Skills & Knowledge

• Ability to explain gold, IRAs, and diversification concepts clearly and accurately.

• Strong phone presence and comfort with a high-volume outreach environment.

• Competent with CRM usage and maintaining an organized pipeline.

Nice to Have

• Experience specifically with gold IRAs and rollover processes.

• Experience working under a broker-dealer or RIA.

• Relevant licenses (Series 7, 63, 65/66, CFP, etc.) are an asset but not required.

Personal Attributes

• Comfortable earning on commission-only during the initial phase.

• Competitive, self-directed, and metrics-driven.

• High integrity; respects regulatory and compliance boundaries.

• Professional communication style with investors and high-net-worth clients.

Compensation

Phase 1 – Pre-Funding

• Commission-only on:

  • Gold sales

  • Assets brought onto the platform via IRA / retirement rollovers

• No cap on earnings; income scales with production.

Phase 2 – Post-Funding

• Planned move to approximately USD $120,000/year salary draw + commission for strong producers.

• Commission percentages designed to be more attractive than major traditional firms.

• Eligibility for year-end bonus based on performance (structure to be defined by the client).