Client Success Manager (Remote) - Remote

Wealth Without Wallstreet · Remote, United States

A Salesperson With a Servants Heart Who Picks Up the Phone Before Anyone Tells Them To

Client Account Manager, Wealth Without Wall Street
The second camp is lovely to talk to, but they wont ask for the business, and they let the phone sit there like it bites.
We want the rare person in the middle: someone who serves first, sells because they care, and dials without a second thought.
Over the years, thousands of business owners, investors and families have trusted Wealth Without Wall Street to help them build wealth outside the stock market. We do it with Infinite Banking (whole life insurance built for cash flow) and passive income education.
Our strategists are very good at designing and placing policies. But once a policy is in force, too many of those clients go a long time without hearing from us. The job, in plain English:

Youll own a book of existing clients and past prospects. Your job is to call them, serve them, and grow the relationship into new business.
Pick up the phone. Run policy reviews, answer questions about policy loans and PUAs, and quarterback service so every client feels looked after. Uncover opportunities (new capital, a business sale, a growing family) and

ask for the next step.

Spot clients drifting away and get on the phone before they leave
Log every call and next step in HubSpot, and own your weekly numbers: contacts, opportunities, referrals, cases

Phone-fearless.

2+ years in sales, account management or client relationships, ideally in insurance, financial services or wealth management
~ A track record of hitting targets while keeping clients happy (bring examples)
~ Comfortable on phone and video calls all day
~ CRM discipline (HubSpot a plus)
~ Active life insurance license, or willingness to get licensed within 60 days
~ Understanding of whole life insurance or Infinite Banking is a big plus. You need to follow the application form below to a T, miss something you are not going to be considered. Along with your résumé, we are going to ask for a short video talking about yourself, your sales background, your client services background and about a time you served a client so well that it turned into more business or a referral. Bonus points in your video if you start it out with the words "Serve First" in the first line so we know you read this whole thing.
Finalists will do a short Culture Index survey and a

live role-play call

. If phone calls make you nervous, this is where well find out.
Uncapped commission

on every new case and referral you generate (8% of each case you originate, plus referral/Lab bonus)
~ Paid licensing

(if applicable) and full training on Infinite Banking, our service process and HubSpot
~ A team thats growing fast,

with a mission worth selling: helping families build wealth outside Wall Street
~ Remote work