Company Description

Optimal Wealth Strategy Group (OWSG) specializes in providing personalized financial planning solutions for high-income earners, high-net-worth individuals (HNIs), and business owners. Utilizing innovative strategies like Hybrid Premium Finance and Infinite Banking, OWSG focuses on crafting pathways to mitigate market risks, minimize tax burdens, and achieve exponential wealth growth. Our expertise spans tax optimization, estate planning, asset protection, insurance, and other financial services. With proven methodologies, OWSG empowers clients to build tax-efficient, long-term wealth while securing their financial legacy. Embrace a tailored approach to ensure a robust financial future for your family or business.

Role Description

This is a contract, fully remote position for a Strategic Growth Specialist. The role involves utilizing innovative strategies to identify and capitalize on growth opportunities for OWSG. Responsibilities include analyzing market trends, developing sales strategies, and driving business development initiatives. The Specialist will engage with clients to understand their needs, communicate tailored solutions, and contribute to the development of long-term relationships. Duties also include coordinating projects to achieve growth objectives and collaborating with cross-functional teams to optimize success.

Qualifications

Strong Analytical Skills and ability to evaluate and interpret financial data for growth potential
Excellent Communication skills with an ability to build and maintain client relationships
Proficiency in Growth Hacking and a proven track record in driving business development
Experience in Sales and crafting customer-centric strategies
Effective Project Management skills to coordinate tasks and achieve growth objectives
Ability to work independently in a remote, contract-based role
Knowledge of financial planning, tax optimization, and estate planning strategies is a plus
Relevant certifications or a degree in Business, Finance, or a related field is highly beneficial

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Strategic Growth Specialist