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Wealth Without Wall Street एक वित्तीय शिक्षा कंपनी है, जिसका उद्देश्य लोगों को वित्तीय स्वतंत्रता की दिशा में अधिक स्पष्ट मार्ग बनाने में सहायता करना है। इसका दृष्टिकोण व्यक्तिगत दृष्टि, निवेशक प्रोफ़ाइल और सुव्यवस्थित मार्गदर्शन को जोड़ता है, ताकि ग्राहक नकदी प्रवाह सुधार सकें, ऋण का प्रबंधन कर सकें और निष्क्रिय आय पर अधिक सशक्त ध्यान विकसित कर सकें। वित्त, फिनटेक और उपभोक्ता शिक्षा के क्षेत्र में कार्यरत यह कंपनी व्यावहारिक रणनीतियाँ प्रदान करती है, जो दीर्घकालिक संपत्ति निर्माण को अधिक सोच-समझकर और सुलभ बनाने के लिए तैयार की गई हैं।
Client Experience Manager - Remote
Manage relationships with existing clients and past prospects for Wealth Without Wall Street through phone-based engagement. Reconnect with clients, identify insurance opportunities, and generate referrals for wealth-building services.
विवरण
- Manage a portfolio of existing clients and former prospects
- Conduct frequent phone calls and meaningful client conversations
- Reconnect with clients who have not recently engaged and prospects who did not complete the process
- Conduct policy reviews and answer questions about policy loans and PUAs
- Coordinate client service while the operations team manages paperwork
- Recognize opportunities involving new capital, business sales, and growing families
- Confirm next steps and schedule clients with IBC strategists
- Request referrals from satisfied clients and follow up until they become active conversations
- Connect suitable clients with the Passive Income Lab
- Proactively contact clients who may be at risk of leaving
- Record every call and next action in HubSpot
- Manage weekly metrics covering contacts, opportunities, referrals, and cases
आवश्यकताएँ
- At least two years of experience in sales, account management, or client relationships, preferably in insurance, financial services, or wealth management
- Demonstrated ability to meet targets while maintaining strong client relationships
- Comfortable spending the day on phone and video calls
- Consistent CRM usage; HubSpot experience is a plus
- Hold an active life insurance license or be willing to obtain one within 60 days
- Knowledge of whole life insurance or Infinite Banking is highly valued; training is provided
- Submit a résumé and short video covering your personal, sales, and client services background, plus an example of serving a client that generated additional business or a referral
- Complete a Culture Index survey and live role-play call if selected as a finalist
- Demonstrate strong attention to detail throughout the application process
लाभ
- Base salary of $40,000–$50,000
- Uncapped commission for each new case and referral generated, including 8% of each originated case plus referral and Lab bonuses
- Engage in warm conversations rather than cold outreach
- IBC strategists manage the technical closing process
- Paid licensing when applicable
- Comprehensive training in Infinite Banking, client service processes, and HubSpot
- Remote work arrangement
- Mission-focused work supporting families in building wealth outside Wall Street
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